Ownership history in WealthShield Partners, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which WealthShield Partners, LLC reported a position in ISHARES TR (OEF). 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 | 33,064 | +2,143 | +6.9% | 1.25% | $11.3M | $342.01 |
| 2025 Q3 | ADDED | 30,921 | +12,546 | +68.3% | 1.17% | $10.3M | $331.08 |
| 2025 Q2 | ADDED | 18,375 | +7,759 | +73.1% | 0.68% | $5.6M | $302.08 |
| 2025 Q1 | ADDED | 10,616 | +8,372 | +373.1% | 0.37% | $2.9M | $268.23 |
| 2024 Q4 | REDUCED | 2,244 | -45 | -2.0% | 0.09% | $648K | $285.47 |
| 2024 Q3 | REDUCED | 2,289 | -65 | -2.8% | 0.09% | $634K | $272.82 |
| 2024 Q2 | REDUCED | 2,354 | -62 | -2.6% | 0.09% | $622K | $259.76 |
| 2024 Q1 | REDUCED | 2,416 | -11,700 | -82.9% | 0.10% | $598K | $242.56 |
| 2023 Q4 | ADDED | 14,116 | +5,643 | +66.6% | 0.52% | $3.2M | $218.36 |
| 2022 Q4 | REDUCED | 8,473 | -24,591 | -74.4% | 0.28% | $1.4M | $164.54 |
As of 2025 Q4 — sorted by position size