IXP — ISHARES TR

Ownership history in SURIENCE PRIVATE WEALTH LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which SURIENCE PRIVATE WEALTH LLC reported a position in ISHARES TR (IXP). 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
7.68% (2025 Q3)
Avg. % of fund
7.68%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 67,959 — — 7.68% $8.4M $120.44
% of Fund (quarterly)    IXP price (monthly, adj. close)

Other funds also holding IXP

As of 2025 Q4 — sorted by position size

CORRADO ADVISORS, LLC 3Y 7Y 2.34% HC Advisors, LLC 3Y 2.15% Paragon Advisors, LLC 3Y 0.71% PGIM Custom Harvest LLC 3Y 0.69% Slow Capital, Inc. 3Y 7Y 0.26% Financial Management Professionals, Inc. 3Y 7Y 0.23% Destination Wealth Management 3Y 7Y 0.23% MERIDIAN INVESTMENT COUNSEL INC. 3Y 7Y 0.19% Cadent Capital Advisors, LLC 3Y 0.15% IFP Advisors, Inc 3Y 7Y 0.14%
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