SUB ISHARES TR

Ownership history in Sachetta, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Sachetta, LLC reported a position in ISHARES TR (SUB). 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
0.1% (2023 Q4)
Avg. % of fund
0.08%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 1,600 0% 0.06% $171K $105.43
2025 Q2 ADDED 1,600 +100 +6.7% 0.07% $170K $104.35
2025 Q1 REDUCED 1,500 -500 -25.0% 0.06% $158K $103.03
2024 Q4 UNCHANGED 2,000 0% 0.08% $211K $102.51
2024 Q3 UNCHANGED 2,000 0% 0.08% $212K $102.45
2024 Q2 UNCHANGED 2,000 0% 0.09% $210K $100.34
2024 Q1 UNCHANGED 2,000 0% 0.10% $211K $100.00
2023 Q4 INITIATED 2,000 0.10% $211K
% of Fund (quarterly)    SUB price (monthly, adj. close)
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