Ownership history in Dynamic Advisor Solutions LLC · 22 quarters on record
This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in ISHARES TR (SCZ). 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 | 2,841 | -261 | -8.4% | 0.01% | $218K | $75.25 |
| 2025 Q2 | REDUCED | 3,102 | -25,641 | -89.2% | 0.01% | $225K | $71.29 |
| 2024 Q3 | REDUCED | 28,743 | -9,485 | -24.8% | 0.06% | $1.9M | $64.15 |
| 2024 Q2 | ADDED | 38,228 | +3,703 | +10.7% | 0.07% | $2.4M | $58.40 |
| 2024 Q1 | ADDED | 34,525 | +454 | +1.3% | 0.07% | $2.2M | $59.16 |
| 2023 Q4 | ADDED | 34,071 | +889 | +2.7% | 0.08% | $2.1M | $57.82 |
| 2023 Q3 | ADDED | 33,182 | +8,165 | +32.6% | 0.09% | $1.9M | $52.04 |
| 2023 Q2 | ADDED | 25,017 | +21,383 | +588.4% | 0.08% | $1.5M | $54.35 |
| 2022 Q1 | ADDED | 3,634 | +170 | +4.9% | 0.02% | $241K | $59.01 |
| 2021 Q4 | REDUCED | 3,464 | -59 | -1.7% | 0.02% | $253K | $65.01 |
As of 2025 Q4 — sorted by position size