Dynamic Advisor Solutions LLC Ishares Tr Transaction History

Dynamic Advisor Solutions LLC

$2.31 Billion
Q4 2024

A detailed history of Dynamic Advisor Solutions LLC transactions in Ishares Tr stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 2,627 shares of IYF stock, worth $293,409. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,627

Previous 3,209 18.14%

Holding current value

$293,409

Previous $333,000 12.91%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

462

Shares Held

19.8M

Call Options Held

28.3K

Put Options Held

35.3K

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About ISHARES TR

Ticker IYF
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Dynamic Advisor Solutions LLC Ishares Tr Transaction History