SEC 13F Intelligence

Balasa Dinverno & Foltz LLC / INTF

Balasa Dinverno & Foltz LLC’s Ishares Tr Position

Does Balasa Dinverno & Foltz LLC own Ishares Tr (INTF)? Yes2.44M shares worth $51M (+3.22% of its 13F portfolio) as of Q3 2022, down from 2.44M shares the prior filed quarter.

Position Value
$51M
Q3 2022
Shares
2.44M
% of Portfolio
+3.22%
Quarters Held
16
currently held

Position History INTF

Reported value by quarter
Q4 ’18: $49MQ4 ’18Q1 ’19: $56MQ2 ’19: $56MQ2 ’19Q3 ’19: $55MQ4 ’19: $60MQ4 ’19Q1 ’20: $27MQ2 ’20: $40MQ2 ’20Q3 ’20: $45MQ4 ’20: $54MQ4 ’20Q1 ’21: $59MQ2 ’21: $64MQ2 ’21Q3 ’21: $65MQ4 ’21: $67MQ4 ’21Q1 ’22: $67MQ2 ’22: $57MQ2 ’22Q3 ’22: $51Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 20222.44M$51M+3.22%
Q2 20222.44M$57M+3.61%
Q1 20222.44M$67M+4.55%
Q4 20212.33M$67M+4.32%
Q3 20212.22M$65M+4.50%
Q2 20212.13M$64M+4.60%
Q1 20212.07M$59M+4.77%
Q4 20201.98M$54M+4.46%
Q3 20201.83M$45M+4.23%
Q2 20201.75M$40M+4.46%
Q1 20201.35M$27M+3.43%
Q4 20192.22M$60M+6.38%
Q3 20192.15M$55M+6.35%
Q2 20192.14M$56M+6.54%
Q1 20192.13M$56M+6.72%
Q4 20182.05M$49M+6.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Balasa Dinverno & Foltz LLC’s full portfolio or all institutional holders of INTF.