Dynamic Advisor Solutions LLC Ishares Tr Transaction History

Dynamic Advisor Solutions LLC

$3.33 Billion
Q3 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 16, 2025	SELL	$107.69 - $119.37 $7,753 - $8,594	-72 Reduced 2.74%	2,555 $285,000
Q4 2024 Jan 21, 2025	SELL	$102.7 - $119.05 $59,771 - $69,287	-582 Reduced 18.14%	2,627 $290,000
Q3 2024 Oct 07, 2024	SELL	$93.83 - $105.05 $127,139 - $142,342	-1,355 Reduced 29.69%	3,209 $333,000
Q2 2024 Jul 15, 2024	BUY	$89.39 - $96.85 $110,486 - $119,706	1,236 Added 37.14%	4,564 $431,000
Q1 2024 Apr 12, 2024	SELL	$83.91 - $95.65 $264,568 - $301,584	-3,153 Reduced 48.65%	3,328 $318,000
Q4 2023 Jan 10, 2024	SELL	$70.7 - $85.68 $31,956 - $38,727	-452 Reduced 6.52%	6,481 $553,000
Q3 2023 Oct 10, 2023	SELL	$73.99 - $79.98 $11,320 - $12,236	-153 Reduced 2.16%	6,933 $518,000
Q2 2023 Aug 03, 2023	BUY	$68.91 - $74.74 $189,433 - $205,460	2,749 Added 63.38%	7,086 $528,000
Q1 2023 Apr 10, 2023	BUY	$68.23 - $82.05 $295,913 - $355,850	4,337 New	4,337 $308,000

Others Institutions Holding IYF

# of Institutions

516

Shares Held

20.5M

Call Options Held

27.5K

Put Options Held

48.6K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.83M
Shares

$228 Million
0.09% of portfolio
Morgan Stanley New York, NY

1.52M
Shares

$188 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.5M
Shares

$186 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$148 Million
2.06% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

983K
Shares

$122 Million
0.11% of portfolio

About ISHARES TR

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