Ownership history in Stephens Consulting, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Stephens Consulting, LLC reported a position in ISHARES TR (IBTF). 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 | 277 | +3 | +1.1% | 0.00% | $6K | $23.13 |
| 2025 Q2 | ADDED | 274 | +3 | +1.1% | 0.00% | $6K | $22.88 |
| 2025 Q1 | ADDED | 271 | +2 | +0.7% | 0.00% | $6K | $22.65 |
| 2024 Q4 | ADDED | 269 | +4 | +1.5% | 0.00% | $6K | $22.44 |
| 2024 Q3 | ADDED | 265 | +3 | +1.1% | 0.00% | $6K | $22.22 |
| 2024 Q2 | ADDED | 262 | +2 | +0.8% | 0.00% | $6K | $21.79 |
| 2024 Q1 | ADDED | 260 | +2 | +0.8% | 0.00% | $6K | $21.56 |
| 2023 Q4 | ADDED | 258 | +4 | +1.6% | 0.00% | $6K | $21.46 |
| 2023 Q3 | ADDED | 254 | +2 | +0.8% | 0.00% | $6K | $20.97 |
| 2023 Q2 | ADDED | 252 | +189 | +300.0% | 0.00% | $6K | $20.81 |
As of 2025 Q4 — sorted by position size