Ownership history in Truepoint, Inc. · 41 quarters on record
This page tracks every 13F SEC filing in which Truepoint, Inc. 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 324,800 | -2,407 | -0.7% | 1.09% | $48.3M | $148.36 |
| 2025 Q3 | REDUCED | 327,207 | -2,234 | -0.7% | 1.11% | $47.7M | $144.85 |
| 2025 Q2 | REDUCED | 329,441 | -407 | -0.1% | 1.11% | $44.5M | $133.91 |
| 2025 Q1 | REDUCED | 329,848 | -8,587 | -2.5% | 1.09% | $40.2M | $120.63 |
As of 2025 Q4 — sorted by position size