Ownership history in Dynamic Advisor Solutions LLC · 19 quarters on record
This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in ISHARES TR (IXUS). 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 | REDUCED | 2,862 | -10,942 | -79.3% | 0.01% | $236K | $81.06 |
| 2024 Q3 | REDUCED | 13,804 | -30,338 | -68.7% | 0.03% | $1.0M | $69.00 |
| 2024 Q2 | REDUCED | 44,142 | -1,662 | -3.6% | 0.09% | $3.0M | $64.18 |
| 2024 Q1 | ADDED | 45,804 | +1,050 | +2.3% | 0.10% | $3.1M | $63.52 |
| 2023 Q4 | ADDED | 44,754 | +821 | +1.9% | 0.11% | $2.9M | $60.77 |
| 2023 Q3 | ADDED | 43,933 | +4,899 | +12.6% | 0.12% | $2.6M | $55.24 |
| 2023 Q2 | ADDED | 39,034 | +32,909 | +537.3% | 0.13% | $2.4M | $57.66 |
| 2022 Q1 | REDUCED | 6,125 | -7,500 | -55.0% | 0.03% | $408K | $58.95 |
| 2021 Q4 | ADDED | 13,625 | +1,328 | +10.8% | 0.07% | $967K | $62.81 |
| 2021 Q3 | ADDED | 12,297 | +2,645 | +27.4% | 0.07% | $873K | $61.67 |
As of 2025 Q4 — sorted by position size