Mount Yale Investment Advisors, LLC Ishares Tr Transaction History

Mount Yale Investment Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 59,708 shares of IEFA stock, worth $4.33 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

59,708

Previous 39,590 50.82%

Holding current value

$4.33 Million

Previous $3.09 Million 35.84%

% of portfolio

0.35%

Previous 0.3%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$70.06 - $77.43 $1.41 Million - $1.56 Million	20,118 Added 50.82%	59,708 $4.2 Million
Q3 2024 Oct 23, 2024	BUY	$70.09 - $78.74 $19,134 - $21,496	273 Added 0.69%	39,590 $3.09 Million
Q2 2024 Aug 13, 2024	BUY	$70.77 - $76.19 $341,606 - $367,769	4,827 Added 14.0%	39,317 $2.86 Million
Q1 2024 May 15, 2024	SELL	$68.14 - $74.43 $1.21 Million - $1.32 Million	-17,762 Reduced 33.99%	34,490 $2.56 Million
Q4 2023 Feb 12, 2024	BUY	$61.3 - $70.47 $1.73 Million - $1.99 Million	28,301 Added 118.16%	52,252 $3.68 Million
Q3 2023 Oct 11, 2023	BUY	$64.04 - $69.58 $91,513 - $99,429	1,429 Added 6.34%	23,951 $1.54 Million
Q2 2023 Aug 14, 2023	BUY	$66.03 - $69.1 $383,568 - $401,401	5,809 Added 34.76%	22,522 $1.52 Million
Q1 2023 May 11, 2023	SELL	$62.17 - $67.7 $5.5 Million - $5.99 Million	-88,543 Reduced 84.12%	16,713 $1.12 Million
Q4 2022 Feb 13, 2023	BUY	$52.35 - $63.65 $4.69 Million - $5.71 Million	89,665 Added 575.11%	105,256 $6.49 Million
Q3 2022 Nov 07, 2022	SELL	$52.32 - $63.1 $11,458 - $13,818	-219 Reduced 1.39%	15,591 $821,000
Q2 2022 Aug 02, 2022	BUY	$57.91 - $70.46 $173,382 - $210,957	2,994 Added 23.36%	15,810 $930,000
Q1 2022 May 03, 2022	SELL	$63.26 - $75.48 $984,705 - $1.17 Million	-15,566 Reduced 54.84%	12,816 $891,000
Q4 2021 Feb 02, 2022	BUY	$72.36 - $77.76 $1.14 Million - $1.23 Million	15,766 Added 124.97%	28,382 $2.12 Million
Q3 2021 Nov 02, 2021	SELL	$72.98 - $78.2 $81,080 - $86,880	-1,111 Reduced 8.09%	12,616 $937,000
Q2 2021 Aug 04, 2021	SELL	$73.11 - $77.88 $91,899 - $97,895	-1,257 Reduced 8.39%	13,727 $1.03 Million
Q1 2021 May 04, 2021	SELL	$68.58 - $73.12 $2.25 Million - $2.4 Million	-32,824 Reduced 68.66%	14,984 $1.08 Million
Q4 2020 Feb 12, 2021	BUY	$58.13 - $69.71 $1 Million - $1.2 Million	17,236 Added 56.38%	47,808 $3.3 Million
Q3 2020 Nov 16, 2020	SELL	$57.43 - $62.28 $165,340 - $179,304	-2,879 Reduced 8.61%	30,572 $1.84 Million
Q2 2020 Jul 09, 2020	SELL	$47.43 - $60.75 $1.27 Million - $1.63 Million	-26,824 Reduced 44.5%	33,451 $1.91 Million
Q1 2020 May 04, 2020	BUY	$43.31 - $66.12 $393,774 - $601,163	9,092 Added 17.76%	60,275 $3.01 Million
Q4 2019 Feb 13, 2020	BUY	$59.36 - $65.51 $459,387 - $506,981	7,739 Added 17.81%	51,183 $3.25 Million
Q3 2019 Nov 14, 2019	BUY	$57.44 - $62.42 $151,871 - $165,038	2,644 Added 6.48%	43,444 $2.79 Million
Q2 2019 Aug 13, 2019	SELL	$59.39 - $62.73 $76,316 - $80,608	-1,285 Reduced 3.05%	40,800 $2.4 Million
Q1 2019 May 15, 2019	SELL	$54.44 - $61.46 $54,222 - $61,214	-996 Reduced 2.31%	42,085 $2.56 Million
Q4 2018 Feb 14, 2019	SELL	$53.06 - $64.19 $3,661 - $4,429	-69 Reduced 0.16%	43,081 $2.5 Million
Q3 2018 Nov 13, 2018	SELL	$61.82 - $65.16 $20,276 - $21,372	-328 Reduced 0.75%	43,150 $2.62 Million
Q2 2018 Aug 22, 2018	BUY	$62.74 - $67.79 $62,363 - $67,383	994 Added 2.34%	43,478 $2.76 Million
Q1 2018 Jun 25, 2018	BUY	$64.18 - $70.84 $2.73 Million - $3.01 Million	42,484 New	42,484 $2.8 Million

Others Institutions Holding IEFA

# of Institutions

2,029

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.

Account

Mount Yale Investment Advisors, LLC Ishares Tr Transaction History