IDEV ISHARES TR

Ownership history in Tranquilli Financial Advisor LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Tranquilli Financial Advisor LLC reported a position in ISHARES TR (IDEV). 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
3.78% (2025 Q2)
Avg. % of fund
1.49%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 74,130 -230 -0.3% 3.55% $6.1M $82.48
2025 Q3 REDUCED 74,360 -5,902 -7.4% 3.52% $6.0M $78.70
2025 Q2 ADDED 80,262 +22,019 +37.8% 3.78% $6.1M $74.65
2025 Q1 ADDED 58,243 +44,377 +320.0% 2.54% $4.0M $66.49
2024 Q4 ADDED 13,866 +743 +5.7% 0.57% $894K $62.22
2024 Q3 ADDED 13,123 +2,758 +26.6% 0.58% $930K $67.35
2024 Q2 ADDED 10,365 +3,159 +43.8% 0.46% $681K $62.41
2024 Q1 ADDED 7,206 +2,271 +46.0% 0.32% $484K $62.76
2023 Q4 REDUCED 4,935 -11,536 -70.0% 0.22% $314K $59.52
2021 Q4 ADDED 16,471 +1,255 +8.2% 0.78% $1.1M $59.65
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IDEV price (monthly, adj. close)
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