IBB — ISHARES TR

Ownership history in SYM FINANCIAL Corp  ·  25 quarters on record

This page tracks every 13F SEC filing in which SYM FINANCIAL Corp reported a position in ISHARES TR (IBB). 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
0.03% (2017 Q4)
Avg. % of fund
0.01%
First filed
2017 Q4
Last filed
2025 Q3
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 127 — 0% 0.00% $18K $144.11
2025 Q2 UNCHANGED 127 — 0% 0.00% $16K $126.21
2025 Q1 REDUCED 127 -303 -70.5% 0.00% $16K $127.59
2024 Q4 ADDED 430 +303 +238.6% 0.01% $57K $131.78
2024 Q3 UNCHANGED 127 — 0% 0.00% $18K $145.06
2024 Q2 UNCHANGED 127 — 0% 0.00% $17K $136.56
2024 Q1 REDUCED 127 -300 -70.3% 0.00% $17K $136.52
2023 Q4 ADDED 427 +300 +236.2% 0.01% $58K $135.03
2023 Q3 UNCHANGED 127 — 0% 0.00% $16K $121.44
2023 Q2 UNCHANGED 127 — 0% 0.00% $16K $125.92
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBB price (monthly, adj. close)

Other funds also holding IBB

As of 2025 Q4 — sorted by position size

Florin Court Capital LLP 3Y 7Y 7.07% McElhenny Sheffield Capital Management, LLC 3Y 6.18% Michelson Medical Research Foundation, Inc. 3Y 5.94% MARVIN & PALMER ASSOCIATES INC 3Y 7Y 5.03% Humankind Investments LLC 3Y 4.13% CUMBERLAND ADVISORS INC 3Y 7Y 4.11% STRATEGIC ADVISORY PARTNERS, LLC 4.09% Affinity Asset Advisors, LLC 3Y 3.85% DAFNA Capital Management LLC 3Y 7Y 2.67% Audent Global Asset Management, LLC 3Y 2.63%
← Back to SYM FINANCIAL Corp Holdings