Mutual Advisors, LLC Ishares Tr Transaction History

Mutual Advisors, LLC

$3.06 Billion
Q1 2024

A detailed history of Mutual Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Mutual Advisors, LLC holds 6,148 shares of IYJ stock, worth $733,210. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,148

Previous 6,119 0.47%

Holding current value

$733,210

Previous $699,000 10.44%

% of portfolio

0.03%

Previous 0.02%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$111.23 - $125.71 $3,225 - $3,645	29 Added 0.47%	6,148 $772,000
Q4 2023 Jan 12, 2024	SELL	$95.31 - $114.66 $25,447 - $30,614	-267 Reduced 4.18%	6,119 $699,000
Q3 2023 Nov 13, 2023	BUY	$100.31 - $109.74 $88,272 - $96,571	880 Added 15.98%	6,386 $644,000
Q2 2023 Jul 31, 2023	BUY	$96.6 - $106.04 $676 - $742	7 Added 0.13%	5,506 $583,000
Q1 2023 Apr 11, 2023	BUY	$95.26 - $104.26 $1,428 - $1,563	15 Added 0.27%	5,499 $550,000

Q4 2022 Jan 12, 2023	BUY	$90.36 - $101.21 $16,535 - $18,521	183 Added 3.45%	5,484 $0
Q3 2022 Nov 03, 2022	SELL	$85.87 - $102.55 $3,864 - $4,614	-45 Reduced 0.84%	5,301 $444,000
Q2 2022 Aug 15, 2022	SELL	$86.15 - $105.81 $12,491 - $15,342	-145 Reduced 2.64%	5,346 $471,000
Q1 2022 May 09, 2022	SELL	$97.52 - $114.07 $294,315 - $344,263	-3,018 Reduced 35.47%	5,491 $579,000
Q4 2021 Feb 14, 2022	SELL	$104.49 - $114.29 $29,988 - $32,801	-287 Reduced 3.26%	8,509 $959,000
Q3 2021 Nov 15, 2021	BUY	$107.16 - $114.98 $40,720 - $43,692	380 Added 4.52%	8,796 $943,000
Q2 2021 Aug 12, 2021	BUY	$106.5 - $112.79 $296,176 - $313,668	2,781 Added 49.35%	8,416 $935,000
Q1 2021 May 13, 2021	SELL	$93.24 - $105.87 $3,263 - $3,705	-35 Reduced 0.62%	5,635 $596,000
Q4 2020 Feb 11, 2021	BUY	$81.66 - $97.19 $224,238 - $266,883	2,746 Added 93.91%	5,670 $551,000
Q3 2020 Nov 13, 2020	SELL	$74.42 - $87.03 $12,428 - $14,534	-167 Reduced 5.4%	2,924 $489,000
Q2 2020 Aug 05, 2020	SELL	$58.74 - $81.28 $13,921 - $19,263	-237 Reduced 7.12%	3,091 $466,000
Q1 2020 May 13, 2020	SELL	$52.08 - $87.1 $182,592 - $305,372	-3,506 Reduced 51.3%	3,328 $413,000
Q4 2019 Feb 11, 2020	BUY	$75.93 - $84.31 $301,897 - $335,216	3,976 Added 139.12%	6,834 $1.15 Million
Q3 2019 Nov 01, 2019	SELL	$75.18 - $80.81 $19,396 - $20,848	-258 Reduced 8.28%	2,858 $454,000
Q2 2019 Aug 15, 2019	SELL	$73.79 - $79.44 $1,180 - $1,271	-16 Reduced 0.51%	3,116 $493,000
Q1 2019 May 15, 2019	BUY	$62.56 - $76.42 $875 - $1,069	14 Added 0.45%	3,132 $475,000
Q4 2018 Feb 15, 2019	SELL	$60.03 - $78.9 $48,864 - $64,224	-814 Reduced 20.7%	3,118 $401,000
Q3 2018 Nov 15, 2018	SELL	$71.72 - $79.5 $444,377 - $492,582	-6,196 Reduced 61.18%	3,932 $614,000
Q2 2018 Aug 15, 2018	SELL	$70.11 - $75.86 $3,014 - $3,261	-43 Reduced 0.42%	10,128 $1.46 Million
Q1 2018 May 11, 2018	BUY	$70.82 - $79.05 $467,057 - $521,334	6,595 Added 184.42%	10,171 $1.48 Million
Q4 2017 Feb 12, 2018	BUY	$69.42 - $73.89 $248,245 - $264,230	3,576	3,576 $527,000

Others Institutions Holding IYJ

# of Institutions

318

Shares Held

6.18M

Call Options Held

3.6K

Put Options Held

9.8K

View Full List

About ISHARES TR

Ticker IYJ
Sector ETFs
Industry ETFs

More about IYJ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mutual Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mutual Advisors, LLC with notifications on news.

Account

Mutual Advisors, LLC Ishares Tr Transaction History