IBMN ISHARES TR

Ownership history in Strid Group, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Strid Group, LLC 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.

Peak position
0.14% (2024 Q4)
Avg. % of fund
0.13%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 33,753 0% 0.11% $904K $26.63
2025 Q2 UNCHANGED 33,753 0% 0.13% $903K $26.46
2025 Q1 UNCHANGED 33,753 0% 0.14% $903K $26.30
2024 Q4 UNCHANGED 33,753 0% 0.14% $898K $26.08
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% of Fund (quarterly)    IBMN price (monthly, adj. close)

Other funds also holding IBMN

As of 2025 Q4 — sorted by position size

IFP Advisors, Inc 3Y 7Y 0.01% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0%
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