Ownership history in Rossmore Private Capital · 3 quarters on record
This page tracks every 13F SEC filing in which Rossmore Private Capital reported a position in ISHARES TR (IBMN). 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 Q3 | REDUCED | 7,492 | -1,869 | -20.0% | 0.02% | $201K | $26.63 |
| 2025 Q2 | UNCHANGED | 9,361 | — | 0% | 0.03% | $251K | $26.46 |
| 2025 Q1 | INITIATED | 9,361 | — | — | 0.03% | $250K | $26.30 |