IBDT — ISHARES TR

Ownership history in WOODMONT INVESTMENT COUNSEL LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which WOODMONT INVESTMENT COUNSEL LLC reported a position in ISHARES TR (IBDT). 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
2.99% (2025 Q1)
Avg. % of fund
1.82%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,626,267 -121 -0.0% 2.59% $41.4M $25.27
2025 Q3 REDUCED 1,626,388 -73,686 -4.3% 2.75% $41.5M $24.95
2025 Q2 ADDED 1,700,074 +61,535 +3.8% 2.85% $43.2M $24.57
2025 Q1 ADDED 1,638,539 +99,430 +6.5% 2.99% $41.4M $24.13
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBDT price (monthly, adj. close)

Other funds also holding IBDT

As of 2025 Q4 — sorted by position size

Gratus Wealth Advisors, LLC 4.59% EIGHT 31 FINANCIAL, LLC 4.48% Peloton Wealth Strategists 3Y 7Y 3.85% ARCADIA INVESTMENT ADVISORS LLC 3.83% PFG Private Wealth Management, LLC 3Y 3.56% Windsor Capital Management, LLC 3Y 7Y 3.39% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 3.01% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 2.98% Winthrop Partners - WNY, LLC 3Y 7Y 2.67% Summit Asset Management, LLC 3Y 7Y 2.62%
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