Mutual Advisors, LLC Ishares Tr Transaction History

Mutual Advisors, LLC

$3.5 Billion
Q3 2024

A detailed history of Mutual Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Mutual Advisors, LLC holds 31,514 shares of IYR stock, worth $2.91 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

31,514

Previous 13,843 127.65%

Holding current value

$2.91 Million

Previous $1.21 Million 164.42%

% of portfolio

0.09%

Previous 0.04%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$86.93 - $103.61 $1.54 Million - $1.83 Million	17,671 Added 127.65%	31,514 $3.21 Million
Q2 2024 Jul 30, 2024	SELL	$81.6 - $89.23 $56,140 - $61,390	-688 Reduced 4.73%	13,843 $1.21 Million
Q1 2024 May 02, 2024	BUY	$85.32 - $92.22 $1.24 Million - $1.34 Million	14,531 New	14,531 $1.31 Million
Q3 2023 Nov 13, 2023	BUY	$77.12 - $89.86 $544,698 - $634,681	7,063 New	7,063 $551,000
Q1 2023 Apr 11, 2023	BUY	$78.73 - $95.24 $600,867 - $726,871	7,632 New	7,632 $647,000
Q2 2022 Aug 15, 2022	SELL	$86.95 - $112.38 $1.79 Million - $2.32 Million	-20,607 Closed	0 $0
Q1 2022 May 09, 2022	SELL	$99.21 - $115.26 $6.37 Million - $7.4 Million	-64,162 Reduced 75.69%	20,607 $2.23 Million
Q4 2021 Feb 14, 2022	BUY	$103.03 - $116.14 $2.65 Million - $2.99 Million	25,744 Added 43.62%	84,769 $9.85 Million
Q3 2021 Nov 15, 2021	BUY	$102.34 - $111.27 $6.04 Million - $6.57 Million	59,025 New	59,025 $6.04 Million
Q1 2021 May 13, 2021	SELL	$82.27 - $92.74 $1.16 Million - $1.31 Million	-14,095 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$76.87 - $86.71 $133,061 - $150,095	1,731 Added 14.0%	14,095 $1.21 Million
Q3 2020 Nov 13, 2020	SELL	$76.71 - $84.15 $60,447 - $66,310	-788 Reduced 5.99%	12,364 $987,000
Q2 2020 Aug 05, 2020	BUY	$64.24 - $86.82 $299,037 - $404,147	4,655 Added 54.78%	13,152 $1.04 Million
Q1 2020 May 13, 2020	SELL	$57.84 - $100.28 $193,590 - $335,637	-3,347 Reduced 28.26%	8,497 $591,000
Q4 2019 Feb 11, 2020	SELL	$89.52 - $95.36 $1.64 Million - $1.74 Million	-18,299 Reduced 60.71%	11,844 $1.1 Million
Q3 2019 Nov 01, 2019	BUY	$91.54 - $93.76 $6,133 - $6,281	67 Added 0.22%	30,143 $2.82 Million
Q2 2019 Aug 15, 2019	BUY	N/A	179 Added 0.6%	30,076 $2.63 Million
Q1 2019 May 15, 2019	BUY	N/A	29,897 New	29,897 $2.6 Million
Q4 2018 Feb 15, 2019	SELL	N/A	-10,351 Closed	0 $0
Q3 2018 Nov 15, 2018	BUY	N/A	10,351 New	10,351 $828,000

Others Institutions Holding IYR

# of Institutions

598

Shares Held

56.3M

Call Options Held

11.4M

Put Options Held

13.1M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

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Mutual Advisors, LLC Ishares Tr Transaction History