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 21,563 shares of IYF stock, worth $2.5 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

21,563

Previous 9,544 125.93%

Holding current value

$2.5 Million

Previous $991,000 140.57%

% of portfolio

0.07%

Previous 0.03%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$102.7 - $119.05 $1.23 Million - $1.43 Million	12,019 Added 125.93%	21,563 $2.38 Million
Q3 2024 Oct 25, 2024	BUY	$93.83 - $105.05 $19,141 - $21,430	204 Added 2.18%	9,544 $991,000
Q2 2024 Jul 30, 2024	BUY	$89.39 - $96.85 $48,538 - $52,589	543 Added 6.17%	9,340 $883,000
Q1 2024 May 02, 2024	SELL	$83.91 - $95.65 $7,132 - $8,130	-85 Reduced 0.96%	8,797 $841,000
Q4 2023 Jan 12, 2024	BUY	$70.7 - $85.68 $38,531 - $46,695	545 Added 6.54%	8,882 $758,000
Q3 2023 Nov 13, 2023	SELL	$73.99 - $79.98 $29,595 - $31,992	-400 Reduced 4.58%	8,337 $623,000
Q2 2023 Jul 31, 2023	SELL	$68.91 - $74.74 $80,762 - $87,595	-1,172 Reduced 11.83%	8,737 $651,000
Q1 2023 Apr 11, 2023	BUY	$68.23 - $82.05 $3,411 - $4,102	50 Added 0.51%	9,909 $704,000
Q4 2022 Jan 12, 2023	BUY	$67.64 - $80.38 $144,073 - $171,209	2,130 Added 27.56%	9,859 $0
Q3 2022 Nov 03, 2022	BUY	$67.55 - $79.83 $32,356 - $38,238	479 Added 6.61%	7,729 $522,000
Q2 2022 Aug 15, 2022	SELL	$67.96 - $84.37 $340,683 - $422,946	-5,013 Reduced 40.88%	7,250 $507,000
Q1 2022 May 09, 2022	BUY	$78.62 - $91.32 $45,049 - $52,326	573 Added 4.9%	12,263 $1.04 Million
Q4 2021 Feb 14, 2022	BUY	$83.02 - $90.24 $8,302 - $9,024	100 Added 0.86%	11,690 $1.01 Million
Q3 2021 Nov 15, 2021	SELL	$79.17 - $85.45 $3,404 - $3,674	-43 Reduced 0.37%	11,590 $957,000
Q2 2021 Aug 12, 2021	BUY	$75.91 - $83.61 $287,091 - $316,213	3,782 Added 48.17%	11,633 $943,000
Q1 2021 May 13, 2021	SELL	$65.2 - $76.35 $4,433 - $5,191	-68 Reduced 0.86%	7,851 $588,000
Q4 2020 Feb 11, 2021	BUY	$55.06 - $66.77 $207,906 - $252,123	3,776 Added 91.14%	7,919 $529,000
Q3 2020 Nov 13, 2020	SELL	$54.05 - $60.26 $172,311 - $192,108	-3,188 Reduced 43.49%	4,143 $470,000
Q2 2020 Aug 05, 2020	BUY	$45.62 - $62.0 $2,052 - $2,790	45 Added 0.62%	7,331 $807,000
Q1 2020 May 13, 2020	SELL	$41.18 - $71.71 $251,198 - $437,430	-6,100 Reduced 45.57%	7,286 $709,000
Q4 2019 Feb 11, 2020	BUY	$62.23 - $68.93 $589,131 - $652,560	9,467 Added 241.57%	13,386 $1.84 Million
Q3 2019 Nov 01, 2019	SELL	$64.16 - $65.19 $19,248 - $19,557	-300 Reduced 7.11%	3,919 $504,000
Q2 2019 Aug 15, 2019	BUY	N/A	6 Added 0.14%	4,219 $530,000
Q1 2019 May 15, 2019	SELL	N/A	-134 Reduced 3.08%	4,213 $498,000
Q4 2018 Feb 15, 2019	SELL	N/A	-14,246 Reduced 76.62%	4,347 $462,000
Q3 2018 Nov 15, 2018	SELL	N/A	-305 Reduced 1.61%	18,593 $2.26 Million
Q2 2018 Aug 15, 2018	SELL	N/A	-89 Reduced 0.47%	18,898 $2.22 Million
Q1 2018 May 11, 2018	BUY	N/A	2,101 Added 12.44%	18,987 $2.24 Million
Q4 2017 Feb 12, 2018	BUY	N/A	16,886	16,886 $2.02 Million

Others Institutions Holding IYF

# of Institutions

412

Shares Held

18.2M

Call Options Held

19.7K

Put Options Held

3.9K

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

More about IYF

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