Ownership history in Mutual Advisors, LLC · 33 quarters on record
This page tracks every 13F SEC filing in which Mutual Advisors, 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 | 213,258 | -3,381 | -1.6% | 3.13% | $146.1M | $683.12 |
| 2025 Q3 | ADDED | 216,639 | +25,851 | +13.5% | 3.22% | $146.2M | $665.17 |
| 2025 Q2 | ADDED | 190,788 | +1,898 | +1.0% | 3.05% | $122.1M | $615.21 |
| 2025 Q1 | REDUCED | 188,890 | -7,204 | -3.7% | 2.99% | $104.5M | $555.02 |
| 2024 Q4 | ADDED | 196,094 | +5,181 | +2.7% | 3.37% | $116.6M | $579.67 |
| 2024 Q3 | REDUCED | 190,913 | -19,162 | -9.1% | 3.25% | $111.1M | $566.00 |
| 2024 Q2 | ADDED | 210,075 | +2,635 | +1.3% | 3.47% | $115.1M | $534.89 |
| 2024 Q1 | REDUCED | 207,440 | -17,713 | -7.9% | 3.50% | $109.1M | $512.33 |
| 2023 Q4 | ADDED | 225,153 | +17,034 | +8.2% | 3.74% | $107.5M | $463.98 |
| 2023 Q3 | ADDED | 208,119 | +1,641 | +0.8% | 3.49% | $89.4M | $415.48 |
As of 2025 Q4 — sorted by position size