Ownership history in SYM FINANCIAL Corp · 4 quarters on record
This page tracks every 13F SEC filing in which SYM FINANCIAL Corp reported a position in ISHARES TR (USRT). 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 | REDUCED | 45 | -93 | -67.4% | 0.00% | $3K | $57.82 |
| 2025 Q2 | REDUCED | 138 | -230 | -62.5% | 0.00% | $8K | $55.29 |
| 2025 Q1 | ADDED | 368 | +44 | +13.6% | 0.00% | $21K | $55.93 |
| 2024 Q4 | INITIATED | 324 | — | — | 0.00% | $19K | $55.41 |
As of 2025 Q4 — sorted by position size