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IGMIGM
26 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in ISHARES TR

OSAIC HOLDINGS, INC. holds 243,168 shares of IGM (ISHARES TR), worth $39.8M as of 2026-Q2. The position was increased (+11.8% shares). IGM represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$39.8M

Current Shares

243,168

Total Value Change

+$36.3M

Total Shares Change

+226,538

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
243,168
+11.8%
$39.8M0.0%$163.58
32
2026-Q1
Increased
217,525
+3.3%
$25.8M0.0%$123.03
30
2025-Q4
Decreased
210,508
-9.6%
$27.2M0.0%$130.43
0
2025-Q3
Increased
232,774
+24.8%
$28.8M0.0%$125.70
35
2025-Q2
Decreased
186,575
-21.1%
$20.9M0.0%$111.25
0
2025-Q1
Increased
236,482
+56.6%
$21.4M0.0%$90.68
40
2024-Q4
Decreased
150,999
-9.6%
$15.4M0.0%$102.75
0
2024-Q3
Increased
167,106
+10.2%
$16M0.0%$95.39
31
2024-Q2
Increased
151,640
+52.2%
$14.3M0.0%$93.99
39
2024-Q1
Increased
99,652
+434.6%
$8.6M0.0%$85.85
44
2023-Q4
Decreased
18,639
-24.7%
$8.4M0.0%$74.38
0
2023-Q3
Decreased
24,758
-0.6%
$9.5M0.0%$63.23
0
2023-Q2
Decreased
24,908
-1.4%
$9.8M0.0%$63.89
0
2023-Q1
Decreased
25,272
-3.4%
$8.6M0.0%$55.12
0
2022-Q4
Increased
26,173
+7.4%
$7.3M0.0%$46.20
29
2022-Q3
Increased
24,376
+0.9%
$6.7M0.0%$46.18
27
2022-Q2
Increased
24,163
+11.8%
$7.1M0.0%$49.19
31
2022-Q1
Increased
21,614
+26.4%
$7.8M0.0%$64.81
34
2021-Q4
Increased
17,101
+1.5%
$7.5M0.0%$72.66
28
2021-Q3
Decreased
16,847
-0.1%
$6.8M0.0%$66.45
0
2021-Q2
Increased
16,864
+16.2%
$6.8M0.0%$66.56
32
2021-Q1
Increased
14,515
+15.0%
$5.2M0.0%$58.21
31
2020-Q4
Decreased
12,624
-18.4%
$4.4M0.0%$57.20
0
2020-Q3
Decreased
15,469
-32.8%
$4.8M0.0%$50.41
0
2020-Q2
Increased
23,004
+38.3%
$6.4M0.0%$44.84
36
2020-Q1
New
16,630
-
$3.5M0.0%$35.17
37

Other major holders of IGM: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/, ENVESTNET ASSET MANAGEMENT INC

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