Ownership history in Dynamic Advisor Solutions LLC · 10 quarters on record
This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in ISHARES TR (GVI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 3,120 | — | 0% | 0.01% | $335K | $105.56 |
| 2025 Q2 | UNCHANGED | 3,120 | — | 0% | 0.01% | $333K | $104.00 |
| 2025 Q1 | UNCHANGED | 3,120 | — | 0% | 0.01% | $331K | $102.35 |
| 2024 Q4 | UNCHANGED | 3,120 | — | 0% | 0.01% | $325K | $100.05 |
| 2024 Q3 | UNCHANGED | 3,120 | — | 0% | 0.01% | $334K | $101.64 |
| 2024 Q2 | UNCHANGED | 3,120 | — | 0% | 0.01% | $324K | $97.61 |
| 2024 Q1 | UNCHANGED | 3,120 | — | 0% | 0.01% | $324K | $97.03 |
| 2023 Q4 | ADDED | 3,120 | +725 | +30.3% | 0.01% | $325K | $97.21 |
| 2023 Q3 | UNCHANGED | 2,395 | — | 0% | 0.01% | $243K | $93.07 |
| 2023 Q2 | INITIATED | 2,395 | — | — | 0.01% | $246K | $93.86 |
As of 2025 Q4 — sorted by position size