Mount Yale Investment Advisors, LLC Ishares Core Dividend Growth E Transaction History

Mount Yale Investment Advisors, LLC

$1.03 Billion
Q3 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 55,162 shares of DGRO stock, worth $3.45 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

55,162

Previous 53,714 2.7%

Holding current value

$3.45 Million

Previous $3.09 Million 11.76%

% of portfolio

0.34%

Previous 0.25%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$57.47 - $62.76 $83,216 - $90,876	1,448 Added 2.7%	55,162 $3.46 Million
Q2 2024 Aug 13, 2024	SELL	$55.23 - $58.55 $1,877 - $1,990	-34 Reduced 0.06%	53,714 $3.09 Million
Q1 2024 May 15, 2024	SELL	$53.33 - $58.06 $313,633 - $341,450	-5,881 Reduced 9.86%	53,748 $3.12 Million
Q4 2023 Feb 12, 2024	SELL	$47.36 - $54.1 $495,101 - $565,561	-10,454 Reduced 14.92%	59,629 $3.21 Million
Q3 2023 Oct 11, 2023	BUY	$49.53 - $53.28 $70,431 - $75,764	1,422 Added 2.07%	70,083 $3.47 Million
Q2 2023 Aug 14, 2023	BUY	$49.08 - $51.53 $3.37 Million - $3.54 Million	68,661 New	68,661 $3.54 Million
Q4 2022 Feb 13, 2023	BUY	$44.53 - $52.33 $3.44 Million - $4.04 Million	77,195 New	77,195 $3.86 Million
Q2 2022 Aug 02, 2022	BUY	$45.84 - $53.69 $284,758 - $333,522	6,212 New	6,212 $296,000
Q1 2021 May 04, 2021	SELL	$44.11 - $48.56 $626,538 - $689,746	-14,204 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$38.76 - $44.82 $550,547 - $636,623	14,204 New	14,204 $637,000

Others Institutions Holding DGRO

# of Institutions

1,116

Shares Held

269M

Call Options Held

1.53M

Put Options Held

12.1K

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About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Mount Yale Investment Advisors, LLC Ishares Core Dividend Growth E Transaction History