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 1,949 shares of IYM stock, worth $260,172. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,949

Previous 8,930 78.17%

Holding current value

$260,172

Previous $1.34 Million 81.12%

% of portfolio

0.01%

Previous 0.04%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$129.15 - $153.25 $901,596 - $1.07 Million	-6,981 Reduced 78.17%	1,949 $253,000
Q3 2024 Oct 25, 2024	BUY	$136.13 - $151.64 $3,403 - $3,790	25 Added 0.28%	8,930 $1.34 Million
Q2 2024 Jul 30, 2024	BUY	$140.01 - $149.03 $1.02 Million - $1.08 Million	7,258 Added 440.68%	8,905 $1.25 Million
Q1 2024 May 02, 2024	SELL	$130.2 - $147.73 $60,933 - $69,137	-468 Reduced 22.13%	1,647 $243,000
Q4 2023 Jan 12, 2024	BUY	$119.29 - $139.6 $18,609 - $21,777	156 Added 7.96%	2,115 $292,000
Q3 2023 Nov 13, 2023	SELL	$124.84 - $138.68 $903,092 - $1 Million	-7,234 Reduced 78.69%	1,959 $247,000
Q2 2023 Jul 31, 2023	BUY	$120.69 - $133.93 $878,261 - $974,608	7,277 Added 379.8%	9,193 $1.22 Million
Q1 2023 Apr 11, 2023	SELL	$124.32 - $140.43 $51,592 - $58,278	-415 Reduced 17.8%	1,916 $253,000
Q4 2022 Jan 12, 2023	BUY	$109.29 - $133.88 $254,754 - $312,074	2,331 New	2,331 $0
Q4 2021 Feb 14, 2022	SELL	$125.86 - $141.73 $3.64 Million - $4.1 Million	-28,923 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$122.85 - $135.99 $3.36 Million - $3.72 Million	27,365 Added 1756.42%	28,923 $3.6 Million
Q2 2021 Aug 12, 2021	BUY	$126.01 - $141.25 $196,323 - $220,067	1,558 New	1,558 $203,000
Q1 2021 May 13, 2021	SELL	$111.16 - $126.89 $1.01 Million - $1.15 Million	-9,101 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$95.24 - $113.41 $866,779 - $1.03 Million	9,101 New	9,101 $1.03 Million
Q1 2020 May 13, 2020	SELL	$59.63 - $96.97 $170,601 - $277,431	-2,861 Closed	0 $0
Q4 2019 Feb 11, 2020	SELL	$87.15 - $97.94 $21,090 - $23,701	-242 Reduced 7.8%	2,861 $280,000
Q2 2019 Aug 15, 2019	BUY	$84.8 - $96.2 $16,451 - $18,662	194 Added 6.67%	3,103 $295,000
Q1 2019 May 15, 2019	BUY	$82.06 - $93.91 $820 - $939	10 Added 0.34%	2,909 $266,000
Q4 2018 Feb 15, 2019	SELL	$78.95 - $99.65 $315 - $398	-4 Reduced 0.14%	2,899 $243,000
Q2 2018 Aug 15, 2018	SELL	$94.0 - $104.36 $177,754 - $197,344	-1,891 Reduced 39.45%	2,903 $287,000
Q1 2018 May 11, 2018	BUY	$94.17 - $108.05 $111,497 - $127,931	1,184 Added 32.8%	4,794 $461,000
Q4 2017 Feb 12, 2018	BUY	$96.74 - $102.54 $349,231 - $370,169	3,610	3,610 $369,000

Others Institutions Holding IYM

# of Institutions

207

Shares Held

2.49M

Call Options Held

900

Put Options Held

200

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

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Mutual Advisors, LLC Ishares Tr Transaction History