Ownership history in STEPHENS INC /AR/ · 23 quarters on record
This page tracks every 13F SEC filing in which STEPHENS INC /AR/ reported a position in ISHARES TR (IOO). 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 | ADDED | 471,532 | +53,088 | +12.7% | 0.74% | $59.7M | $126.67 |
| 2025 Q3 | ADDED | 418,444 | +80,281 | +23.7% | 0.64% | $50.2M | $119.58 |
| 2025 Q2 | ADDED | 338,163 | +15,403 | +4.8% | 0.50% | $36.5M | $107.43 |
| 2025 Q1 | REDUCED | 322,760 | -56,978 | -15.0% | 0.46% | $31.1M | $95.29 |
| 2024 Q4 | ADDED | 379,738 | +21,271 | +5.9% | 0.54% | $38.3M | $99.72 |
| 2024 Q3 | ADDED | 358,467 | +19,842 | +5.9% | 0.50% | $35.5M | $97.72 |
| 2024 Q2 | ADDED | 338,625 | +8,201 | +2.5% | 0.50% | $32.7M | $95.18 |
| 2024 Q1 | ADDED | 330,424 | +22,964 | +7.5% | 0.46% | $29.5M | $87.51 |
| 2023 Q4 | REDUCED | 307,460 | -1,835 | -0.6% | 0.43% | $24.8M | $78.81 |
| 2023 Q3 | ADDED | 309,295 | +31,368 | +11.3% | 0.43% | $22.7M | $71.29 |
As of 2025 Q4 — sorted by position size