Ownership history in Stephens Consulting, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Stephens Consulting, LLC reported a position in ISHARES TR (IBDQ). 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 | 1,463 | +15 | +1.0% | 0.01% | $37K | $24.93 |
| 2025 Q2 | REDUCED | 1,448 | -176 | -10.8% | 0.01% | $36K | $24.66 |
| 2025 Q1 | ADDED | 1,624 | +9 | +0.6% | 0.01% | $41K | $24.38 |
| 2024 Q4 | ADDED | 1,615 | +19 | +1.2% | 0.01% | $40K | $24.12 |
| 2024 Q3 | ADDED | 1,596 | +13 | +0.8% | 0.01% | $40K | $23.86 |
| 2024 Q2 | ADDED | 1,583 | +13 | +0.8% | 0.01% | $39K | $23.40 |
| 2024 Q1 | ADDED | 1,570 | +9 | +0.6% | 0.01% | $39K | $23.14 |
| 2023 Q4 | ADDED | 1,561 | +16 | +1.0% | 0.01% | $39K | $22.95 |
| 2023 Q3 | ADDED | 1,545 | +11 | +0.7% | 0.02% | $38K | $22.32 |
| 2023 Q2 | ADDED | 1,534 | +11 | +0.7% | 0.01% | $37K | $22.15 |
As of 2025 Q4 — sorted by position size