ITOT ISHARES TR

Ownership history in Tranquility Partners, LLC  ·  27 quarters on record

This page tracks every 13F SEC filing in which Tranquility Partners, LLC reported a position in ISHARES TR (ITOT). 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
0.97% (2025 Q4)
Avg. % of fund
0.8%
First filed
2019 Q2
Last filed
2025 Q4
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 18,196 +2,324 +14.6% 0.97% $2.7M $148.36
2025 Q3 REDUCED 15,872 -933 -5.6% 0.78% $2.3M $144.85
2025 Q2 ADDED 16,805 +128 +0.8% 0.81% $2.3M $133.91
2025 Q1 ADDED 16,677 +556 +3.4% 0.79% $2.0M $120.63
2024 Q4 REDUCED 16,121 -44 -0.3% 0.79% $2.1M $126.80
2024 Q3 REDUCED 16,165 -236 -1.4% 0.74% $2.0M $123.41
2024 Q2 ADDED 16,401 +295 +1.8% 0.75% $1.9M $116.26
2024 Q1 REDUCED 16,106 -65 -0.4% 0.72% $1.9M $112.53
2023 Q4 REDUCED 16,171 -2,710 -14.4% 0.71% $1.7M $102.42
2023 Q3 ADDED 18,881 +305 +1.6% 0.76% $1.8M $91.27
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ITOT price (monthly, adj. close)
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