IXC — ISHARES TR

Ownership history in Sanctuary Advisors, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Sanctuary Advisors, LLC reported a position in ISHARES TR (IXC). 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
0.17% (2024 Q2)
Avg. % of fund
0.06%
First filed
2024 Q2
Last filed
2024 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 20,318 -37,358 -64.8% 0.01% $812K $36.79
2024 Q3 REDUCED 57,676 -462,730 -88.9% 0.02% $2.5M $38.16
2024 Q2 INITIATED 520,406 — — 0.17% $22.9M —
% of Fund (quarterly)    IXC price (monthly, adj. close)

Other funds also holding IXC

As of 2025 Q4 — sorted by position size

Verger Capital Management LLC 3Y 7Y 7.15% MFA WEALTH ADVISORS, LLC 3Y 7Y 2.69% Versant Capital Management, Inc 3Y 7Y 2.42% Advocate Investing Services LLC 2.38% Van Cleef Asset Management,Inc 3Y 7Y 1.21% Strategic Wealth Investment Group, LLC 3Y 0.94% EVERGREEN CAPITAL MANAGEMENT LLC 3Y 7Y 0.59% SIERRA SUMMIT ADVISORS LLC 0.43% SSA SWISS ADVISORS AG 0.41% Hyposwiss Advisors SA 0.33%
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