Mutual Advisors, LLC Ishares Tr Transaction History

Mutual Advisors, LLC

$3.31 Billion
Q4 2024

A detailed history of Mutual Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Mutual Advisors, LLC holds 21,951 shares of IYE stock, worth $1.07 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

21,951

Previous 21,056 4.25%

Holding current value

$1.07 Million

Previous $975,000 2.56%

% of portfolio

0.03%

Previous 0.03%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$43.93 - $51.37 $39,317 - $45,976	895 Added 4.25%	21,951 $1 Million
Q3 2024 Oct 25, 2024	SELL	$44.44 - $49.18 $13,154 - $14,557	-296 Reduced 1.39%	21,056 $975,000
Q2 2024 Jul 30, 2024	SELL	$46.21 - $51.17 $61,182 - $67,749	-1,324 Reduced 5.84%	21,352 $1.02 Million
Q1 2024 May 02, 2024	SELL	$41.9 - $49.4 $10,433 - $12,300	-249 Reduced 1.09%	22,676 $1.12 Million
Q4 2023 Jan 12, 2024	SELL	$42.54 - $48.28 $47,091 - $53,445	-1,107 Reduced 4.61%	22,925 $1.01 Million
Q3 2023 Nov 13, 2023	BUY	$41.76 - $48.97 $180,444 - $211,599	4,321 Added 21.92%	24,032 $1.14 Million
Q2 2023 Jul 31, 2023	SELL	$40.39 - $45.87 $383,866 - $435,948	-9,504 Reduced 32.53%	19,711 $844,000
Q1 2023 Apr 11, 2023	BUY	$40.63 - $49.07 $891,300 - $1.08 Million	21,937 Added 301.42%	29,215 $1.28 Million
Q4 2022 Jan 12, 2023	SELL	$41.43 - $50.5 $119,898 - $146,147	-2,894 Reduced 28.45%	7,278 $0
Q3 2022 Nov 03, 2022	BUY	$36.07 - $45.64 $98,940 - $125,190	2,743 Added 36.92%	10,172 $400,000
Q2 2022 Aug 15, 2022	SELL	$37.64 - $48.83 $1.59 Million - $2.07 Million	-42,312 Reduced 85.06%	7,429 $283,000
Q1 2022 May 09, 2022	BUY	$31.0 - $42.12 $1,426 - $1,937	46 Added 0.09%	49,741 $2.04 Million
Q4 2021 Feb 14, 2022	BUY	$28.79 - $32.36 $92,358 - $103,810	3,208 Added 6.9%	49,695 $1.5 Million
Q3 2021 Nov 15, 2021	SELL	$24.81 - $29.6 $111,744 - $133,318	-4,504 Reduced 8.83%	46,487 $1.31 Million
Q2 2021 Aug 12, 2021	BUY	$25.2 - $30.0 $1.28 Million - $1.53 Million	50,991 New	50,991 $1.48 Million
Q1 2021 May 13, 2021	SELL	$20.29 - $28.47 $423,208 - $593,827	-20,858 Closed	0 $0
Q4 2020 Feb 11, 2021	SELL	$14.89 - $22.07 $440,595 - $653,051	-29,590 Reduced 58.65%	20,858 $422,000
Q3 2020 Nov 13, 2020	BUY	$15.96 - $20.59 $6,878 - $8,874	431 Added 0.86%	50,448 $805,000
Q2 2020 Aug 05, 2020	BUY	$14.58 - $24.77 $88,500 - $150,353	6,070 Added 13.81%	50,017 $1 Million
Q1 2020 May 13, 2020	BUY	$12.58 - $32.54 $552,853 - $1.43 Million	43,947 New	43,947 $673,000
Q2 2019 Aug 15, 2019	SELL	$31.84 - $37.32 $188,078 - $220,449	-5,907 Closed	0 $0
Q1 2019 May 15, 2019	SELL	$31.51 - $36.65 $38,883 - $45,226	-1,234 Reduced 17.28%	5,907 $213,000
Q4 2018 Feb 15, 2019	BUY	$29.27 - $43.05 $439 - $645	15 Added 0.21%	7,141 $222,000
Q3 2018 Nov 15, 2018	BUY	$39.59 - $42.74 $11,837 - $12,779	299 Added 4.38%	7,126 $299,000
Q2 2018 Aug 15, 2018	SELL	$36.19 - $43.43 $741,605 - $889,967	-20,492 Reduced 75.01%	6,827 $286,000
Q1 2018 May 11, 2018	BUY	$36.21 - $42.68 $714,495 - $842,161	19,732 Added 260.08%	27,319 $1.01 Million
Q4 2017 Feb 12, 2018	BUY	$36.54 - $39.84 $277,228 - $302,266	7,587	7,587 $301,000

Others Institutions Holding IYE

# of Institutions

312

Shares Held

14.2M

Call Options Held

16.3K

Put Options Held

1.6K

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About ISHARES TR

Ticker IYE
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Mutual Advisors, LLC Ishares Tr Transaction History