Ownership history in Sharkey, Howes & Javer · 24 quarters on record
This page tracks every 13F SEC filing in which Sharkey, Howes & Javer reported a position in ISHARES TR (MBB). 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 | 196,557 | +9,919 | +5.3% | 2.38% | $18.7M | $94.57 |
| 2025 Q3 | ADDED | 186,638 | +7,539 | +4.2% | 2.28% | $17.8M | $93.16 |
| 2025 Q2 | ADDED | 179,099 | +6,962 | +4.0% | 2.25% | $16.8M | $90.95 |
| 2025 Q1 | REDUCED | 172,137 | -23,294 | -11.9% | 2.31% | $16.1M | $89.89 |
| 2024 Q4 | ADDED | 195,431 | +6,838 | +3.6% | 2.52% | $17.9M | $87.25 |
| 2024 Q3 | ADDED | 188,593 | +11,959 | +6.8% | 2.57% | $18.1M | $90.00 |
| 2024 Q2 | ADDED | 176,634 | +8,800 | +5.2% | 2.62% | $16.2M | $85.39 |
| 2024 Q1 | ADDED | 167,834 | +10,594 | +6.7% | 2.54% | $15.5M | $85.14 |
| 2023 Q4 | ADDED | 157,240 | +9,171 | +6.2% | 2.61% | $14.8M | $86.12 |
| 2023 Q3 | REDUCED | 148,069 | -28,404 | -16.1% | 2.52% | $13.1M | $80.28 |
As of 2025 Q4 — sorted by position size