Ownership history in SMITH, MOORE & CO. · 2 quarters on record
This page tracks every 13F SEC filing in which SMITH, MOORE & CO. reported a position in ISHARES TR (IBMN). 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 | 16,701 | +1,664 | +11.1% | 0.03% | $447K | $26.63 |
| 2025 Q2 | INITIATED | 15,037 | — | — | 0.03% | $402K | $26.46 |