Ownership history in Sharkey, Howes & Javer · 10 quarters on record
This page tracks every 13F SEC filing in which Sharkey, Howes & Javer reported a position in ISHARES TR (STIP). 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 Q3 | ADDED | 27,907 | +4,988 | +21.8% | 0.37% | $2.9M | $102.02 |
| 2025 Q2 | ADDED | 22,919 | +20,723 | +943.7% | 0.32% | $2.4M | $100.45 |
| 2023 Q2 | UNCHANGED | 2,196 | — | 0% | 0.04% | $214K | $89.59 |
| 2023 Q1 | UNCHANGED | 2,196 | — | 0% | 0.05% | $218K | $90.15 |
| 2022 Q4 | REDUCED | 2,196 | -2,211 | -50.2% | 0.05% | $213K | $88.09 |
| 2022 Q3 | REDUCED | 4,407 | -56,835 | -92.8% | 0.09% | $424K | $86.95 |
| 2022 Q2 | ADDED | 61,242 | +9,392 | +18.1% | 1.50% | $6.2M | $89.46 |
| 2022 Q1 | REDUCED | 51,850 | -3,169 | -5.8% | 1.25% | $5.4M | $90.44 |
| 2021 Q4 | ADDED | 55,019 | +51,002 | +1269.7% | 1.32% | $5.8M | $90.83 |
| 2021 Q3 | INITIATED | 4,017 | — | — | 0.11% | $424K | $89.64 |
As of 2025 Q4 — sorted by position size