QUAL ISHARES TR

Ownership history in SACHEM HILL LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which SACHEM HILL LLC reported a position in ISHARES TR (QUAL). 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.

Peak position
14.94% (2024 Q2)
Avg. % of fund
14.05%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 347,402 +3,811 +1.1% 13.41% $69.0M $198.62
2025 Q3 REDUCED 343,591 -12,561 -3.5% 13.37% $66.8M $193.90
2025 Q2 REDUCED 356,152 -27,951 -7.3% 13.28% $65.1M $181.81
2025 Q1 REDUCED 384,103 -11,929 -3.0% 12.90% $65.6M $169.58
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    QUAL price (monthly, adj. close)
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