SEC 13F Intelligence

Ota Financial Group L.P. / IGIB

Ota Financial Group L.P.’s Ishares Tr Position

Does Ota Financial Group L.P. own Ishares Tr (IGIB)? Not currently — the last reported position was 41.7K shares worth $2M in Q3 2022; the fund’s latest 13F (Q2 2023) no longer reports it.

Position Value
$2M
Q3 2022
Shares
41.7K
% of Portfolio
+1.73%
Quarters Held
2
position exited

Position History IGIB

Reported value by quarter
Q1 ’21: $2MQ1 ’21Q3 ’22: $2MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202241.7K$2M+1.73%
Q1 202130.1K$2M+1.43%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ota Financial Group L.P.’s full portfolio or all institutional holders of IGIB.