Ownership history in RITHOLTZ WEALTH MANAGEMENT · 18 quarters on record
This page tracks every 13F SEC filing in which RITHOLTZ WEALTH MANAGEMENT reported a position in ISHARES TR (IMTM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,593,085 | +55,900 | +3.6% | 1.39% | $76.4M | $47.97 |
| 2025 Q3 | ADDED | 1,537,185 | +68,074 | +4.6% | 1.43% | $73.6M | $46.21 |
| 2025 Q2 | ADDED | 1,469,111 | +270,053 | +22.5% | 1.48% | $67.1M | $44.10 |
| 2025 Q1 | ADDED | 1,199,058 | +291,685 | +32.1% | 1.43% | $47.9M | $38.09 |
| 2024 Q4 | ADDED | 907,373 | +39,341 | +4.5% | 1.00% | $33.9M | $35.67 |
| 2024 Q3 | ADDED | 868,032 | +27,150 | +3.2% | 1.06% | $35.1M | $37.94 |
| 2024 Q2 | ADDED | 840,882 | +852 | +0.1% | 1.07% | $32.5M | $36.35 |
| 2024 Q1 | ADDED | 840,030 | +6,044 | +0.7% | 1.14% | $33.0M | $36.38 |
| 2023 Q4 | ADDED | 833,986 | +23,009 | +2.8% | 1.11% | $28.6M | $31.80 |
| 2023 Q3 | ADDED | 810,977 | +37,089 | +4.8% | 1.15% | $25.5M | $28.89 |
As of 2025 Q4 — sorted by position size