EFG ISHARES TR

Ownership history in TNF LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which TNF LLC reported a position in ISHARES TR (EFG). 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
6.34% (2023 Q1)
Avg. % of fund
4.65%
First filed
2021 Q3
Last filed
2024 Q3
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 128,626 -1,094 -0.8% 4.76% $13.2M $104.21
2024 Q2 ADDED 129,720 +29,368 +29.3% 4.84% $13.1M $99.03
2024 Q1 ADDED 100,352 +2,676 +2.7% 3.96% $10.0M $99.63
2023 Q4 REDUCED 97,676 -30,232 -23.6% 3.79% $9.6M $92.96
2023 Q3 REDUCED 127,908 -20,967 -14.1% 4.99% $10.8M $82.27
2023 Q2 ADDED 148,875 +1,641 +1.1% 6.20% $14.2M $90.96
2023 Q1 ADDED 147,234 +28,268 +23.8% 6.34% $14.1M $88.45
2022 Q4 ADDED 118,966 +3,793 +3.3% 4.94% $10.9M $79.08
2022 Q3 ADDED 115,173 +34,413 +42.6% 4.31% $8.4M $68.37
2022 Q2 ADDED 80,760 +3,788 +4.9% 3.24% $6.8M $75.84
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EFG price (monthly, adj. close)
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