Ownership history in Transform Wealth, LLC · 35 quarters on record
This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in ISHARES TR (IVE). 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 Q1 | REDUCED | 116,629 | -29,318 | -20.1% | 1.35% | $22.2M | $187.40 |
| 2024 Q4 | ADDED | 145,947 | +3,108 | +2.2% | 1.55% | $27.9M | $186.96 |
| 2024 Q3 | REDUCED | 142,839 | -11,817 | -7.6% | 1.87% | $28.2M | $192.07 |
| 2024 Q2 | REDUCED | 154,656 | -2,848 | -1.8% | 2.11% | $28.1M | $176.28 |
| 2024 Q1 | REDUCED | 157,504 | -3,755 | -2.3% | 2.79% | $29.4M | $180.10 |
| 2023 Q4 | REDUCED | 161,259 | -1,118 | -0.7% | 2.73% | $28.0M | $166.88 |
| 2023 Q3 | ADDED | 162,377 | +5,072 | +3.2% | 2.65% | $25.1M | $146.96 |
| 2023 Q2 | ADDED | 157,305 | +1,333 | +0.9% | 2.28% | $25.4M | $153.16 |
| 2023 Q1 | REDUCED | 155,972 | -1,391 | -0.9% | 2.23% | $23.7M | $143.69 |
| 2022 Q4 | REDUCED | 157,363 | -3,167 | -2.0% | 2.56% | $22.8M | $136.70 |
As of 2025 Q4 — sorted by position size