Ownership history in WealthShield Partners, LLC · 30 quarters on record
This page tracks every 13F SEC filing in which WealthShield Partners, 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 Q4 | ADDED | 85,492 | +20,296 | +31.1% | 2.00% | $18.1M | $211.29 |
| 2025 Q3 | ADDED | 65,196 | +1,838 | +2.9% | 1.53% | $13.5M | $204.79 |
| 2025 Q2 | ADDED | 63,358 | +8,205 | +14.9% | 1.50% | $12.4M | $192.97 |
| 2025 Q1 | ADDED | 55,153 | +17,364 | +45.9% | 1.35% | $10.5M | $187.40 |
| 2024 Q4 | REDUCED | 37,789 | -1,008 | -2.6% | 1.02% | $7.2M | $186.96 |
| 2024 Q3 | ADDED | 38,797 | +2,073 | +5.6% | 1.04% | $7.6M | $192.07 |
| 2024 Q2 | ADDED | 36,724 | +990 | +2.8% | 1.02% | $6.7M | $176.28 |
| 2024 Q1 | ADDED | 35,734 | +26,717 | +296.3% | 1.08% | $6.7M | $180.10 |
| 2023 Q4 | ADDED | 9,017 | +158 | +1.8% | 0.26% | $1.6M | $166.88 |
| 2023 Q3 | REDUCED | 8,859 | -777 | -8.1% | 0.21% | $1.4M | $146.96 |
As of 2025 Q4 — sorted by position size