Ownership history in SYM FINANCIAL Corp · 9 quarters on record
This page tracks every 13F SEC filing in which SYM FINANCIAL Corp reported a position in ISHARES TR (IXJ). 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 Q3 | UNCHANGED | 247 | — | 0% | 0.00% | $22K | $88.08 |
| 2025 Q2 | UNCHANGED | 247 | — | 0% | 0.00% | $21K | $85.57 |
| 2025 Q1 | REDUCED | 247 | -211 | -46.1% | 0.00% | $23K | $89.86 |
| 2024 Q4 | REDUCED | 458 | -24 | -5.0% | 0.01% | $39K | $84.70 |
| 2024 Q3 | REDUCED | 482 | -2 | -0.4% | 0.01% | $47K | $96.04 |
| 2024 Q2 | UNCHANGED | 484 | — | 0% | 0.01% | $45K | $90.83 |
| 2024 Q1 | UNCHANGED | 484 | — | 0% | 0.01% | $45K | $90.49 |
| 2023 Q4 | UNCHANGED | 484 | — | 0% | 0.01% | $42K | $84.24 |
| 2023 Q3 | INITIATED | 484 | — | — | 0.01% | $40K | — |
As of 2025 Q4 — sorted by position size