Ownership history in SRH ADVISORS, LLC · 27 quarters on record
This page tracks every 13F SEC filing in which SRH ADVISORS, LLC reported a position in ISHARES TR (IVV). 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 | UNCHANGED | 4,879 | — | 0% | 0.96% | $3.3M | $683.12 |
| 2025 Q3 | UNCHANGED | 4,879 | — | 0% | 0.95% | $3.3M | $665.17 |
| 2025 Q2 | ADDED | 4,879 | +202 | +4.3% | 0.92% | $3.0M | $615.21 |
| 2025 Q1 | UNCHANGED | 4,677 | — | 0% | 0.81% | $2.6M | $555.02 |
| 2024 Q4 | UNCHANGED | 4,677 | — | 0% | 0.82% | $2.8M | $579.67 |
| 2024 Q3 | UNCHANGED | 4,677 | — | 0% | 0.82% | $2.7M | $566.00 |
| 2024 Q2 | UNCHANGED | 4,677 | — | 0% | 0.86% | $2.6M | $534.89 |
| 2024 Q1 | UNCHANGED | 4,677 | — | 0% | 0.78% | $2.5M | $512.33 |
| 2023 Q4 | UNCHANGED | 4,677 | — | 0% | 0.78% | $2.2M | $463.98 |
| 2023 Q3 | UNCHANGED | 4,677 | — | 0% | 0.98% | $2.0M | $415.48 |
As of 2025 Q4 — sorted by position size