IVW ISHARES TR

Ownership history in TNF LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which TNF LLC reported a position in ISHARES TR (IVW). 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
5.21% (2024 Q3)
Avg. % of fund
2.61%
First filed
2023 Q3
Last filed
2024 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 148,921 -945 -0.6% 5.21% $14.5M $95.12
2024 Q2 ADDED 149,866 +142,088 +1826.8% 4.97% $13.5M $91.79
2024 Q1 REDUCED 7,778 -35,510 -82.0% 0.25% $633K $83.69
2023 Q4 ADDED 43,288 +3,349 +8.4% 1.36% $3.4M $74.36
2023 Q3 INITIATED 39,939 1.27% $2.7M
% of Fund (quarterly)    IVW price (monthly, adj. close)
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