Ownership history in SUMMITRY LLC · 10 quarters on record
This page tracks every 13F SEC filing in which SUMMITRY LLC reported a position in ISHARES TR (IBDU). 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 | 1,837,008 | +56,082 | +3.1% | 1.79% | $43.0M | $23.23 |
| 2025 Q3 | ADDED | 1,780,926 | +43,293 | +2.5% | 1.77% | $41.8M | $22.94 |
| 2025 Q2 | ADDED | 1,737,633 | +223,680 | +14.8% | 1.84% | $40.5M | $22.54 |
| 2025 Q1 | ADDED | 1,513,953 | +79,504 | +5.5% | 1.77% | $35.0M | $22.08 |
As of 2025 Q4 — sorted by position size