Ownership history in Dynamic Advisor Solutions LLC · 36 quarters on record
This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in ISHARES TR (IVV). 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 Q4 | REDUCED | 47,741 | -11,530 | -19.5% | 1.05% | $32.7M | $683.12 |
| 2025 Q3 | ADDED | 59,271 | +4,017 | +7.3% | 1.15% | $39.7M | $665.17 |
| 2025 Q2 | ADDED | 55,254 | +3,833 | +7.5% | 1.06% | $34.3M | $615.21 |
| 2025 Q1 | ADDED | 51,421 | +1,533 | +3.1% | 0.95% | $28.9M | $555.02 |
| 2024 Q4 | REDUCED | 49,888 | -76,821 | -60.6% | 1.27% | $29.4M | $579.67 |
| 2024 Q3 | ADDED | 126,709 | +5,506 | +4.5% | 2.19% | $73.1M | $566.00 |
| 2024 Q2 | ADDED | 121,203 | +16,826 | +16.1% | 2.09% | $66.3M | $534.89 |
| 2024 Q1 | ADDED | 104,377 | +4,275 | +4.3% | 1.85% | $54.9M | $512.33 |
| 2023 Q4 | ADDED | 100,102 | +35,403 | +54.7% | 1.75% | $47.1M | $463.98 |
| 2023 Q3 | ADDED | 64,699 | +43,287 | +202.2% | 1.31% | $27.8M | $415.48 |
As of 2025 Q4 — sorted by position size