Ownership history in Sharkey, Howes & Javer · 8 quarters on record
This page tracks every 13F SEC filing in which Sharkey, Howes & Javer reported a position in ISHARES TR (IVE). 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 | 204,994 | +62,111 | +43.5% | 5.53% | $43.5M | $211.29 |
| 2025 Q3 | ADDED | 142,883 | +8,312 | +6.2% | 3.79% | $29.5M | $204.79 |
| 2025 Q2 | ADDED | 134,571 | +10,494 | +8.5% | 3.53% | $26.3M | $192.97 |
| 2025 Q1 | ADDED | 124,077 | +47,347 | +61.7% | 3.38% | $23.6M | $187.40 |
| 2024 Q4 | ADDED | 76,730 | +1,810 | +2.4% | 2.06% | $14.6M | $186.96 |
| 2024 Q3 | ADDED | 74,920 | +973 | +1.3% | 2.10% | $14.8M | $192.07 |
| 2024 Q2 | ADDED | 73,947 | +3,426 | +4.9% | 2.17% | $13.5M | $176.28 |
| 2024 Q1 | INITIATED | 70,521 | — | — | 2.16% | $13.2M | — |
As of 2025 Q4 — sorted by position size