Dynamic Advisor Solutions LLC Ishares Tr U S Utils ETF Transaction History

Dynamic Advisor Solutions LLC

$2.97 Billion
Q1 2025

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 26, 2022	SELL	$79.02 - $88.43 $1.09 Million - $1.22 Million	-13,756 Closed	0 $0
Q3 2021 Oct 28, 2021	SELL	$78.65 - $86.24 $178,614 - $195,851	-2,271 Reduced 14.17%	13,756 $1.09 Million
Q2 2021 Aug 10, 2021	BUY	$78.5 - $83.84 $152,133 - $162,481	1,938 Added 13.76%	16,027 $1.26 Million
Q1 2021 Apr 27, 2021	SELL	$72.46 - $79.63 $52,750 - $57,970	-728 Reduced 4.91%	14,089 $1.12 Million
Q4 2020 Feb 03, 2021	BUY	$73.61 - $82.19 $556,638 - $621,520	7,562 Added 104.23%	14,817 $1.15 Million
Q3 2020 Oct 27, 2020	SELL	$70.19 - $76.14 $73,488 - $79,718	-1,047 Reduced 12.61%	7,255 $1.06 Million
Q2 2020 Aug 05, 2020	SELL	$64.5 - $78.05 $38,184 - $46,205	-592 Reduced 6.66%	8,302 $1.16 Million
Q1 2020 May 07, 2020	BUY	$56.5 - $88.53 $57,630 - $90,300	1,020 Added 12.95%	8,894 $1.23 Million
Q4 2019 Feb 04, 2020	BUY	$77.06 - $81.5 $75,364 - $79,707	978 Added 14.18%	7,874 $1.28 Million
Q3 2019 Nov 13, 2019	BUY	$74.74 - $81.66 $159,121 - $173,854	2,129 Added 44.66%	6,896 $1.12 Million
Q2 2019 Aug 13, 2019	BUY	$72.15 - $77.08 $343,939 - $367,440	4,767 New	4,767 $719,000

Others Institutions Holding IDU

# of Institutions

286

Shares Held

7.37M

Call Options Held

0

Put Options Held

0

About ISHARES TR U S UTILS ETF

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