Mount Yale Investment Advisors, LLC Ishares Core S&P Mid Cap ETF 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 S&P Mid Cap ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 74,510 shares of IJH stock, worth $4.78 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

74,510

Previous 78,078 4.57%

Holding current value

$4.78 Million

Previous $4.57 Million 1.62%

% of portfolio

0.45%

Previous 0.37%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$57.32 - $62.65 $204,517 - $223,535	-3,568 Reduced 4.57%	74,510 $4.64 Million
Q2 2024 Aug 13, 2024	SELL	$56.43 - $60.79 $95,705 - $103,099	-1,696 Reduced 2.13%	78,078 $4.57 Million
Q1 2024 May 15, 2024	BUY	$56.98 - $284.98 $3.62 Million - $18.1 Million	63,446 Added 388.57%	79,774 $4.85 Million
Q4 2023 Feb 12, 2024	SELL	$232.04 - $279.85 $569,426 - $686,751	-2,454 Reduced 13.07%	16,328 $4.53 Million
Q3 2023 Oct 11, 2023	BUY	$246.15 - $272.4 $864,971 - $957,213	3,514 Added 23.02%	18,782 $4.68 Million
Q2 2023 Aug 14, 2023	BUY	$240.22 - $261.48 $124,674 - $135,708	519 Added 3.52%	15,268 $3.99 Million
Q1 2023 May 11, 2023	BUY	$237.25 - $271.72 $267,618 - $306,500	1,128 Added 8.28%	14,749 $3.69 Million
Q4 2022 Feb 13, 2023	SELL	$44.74 - $257.0 $35,792 - $205,600	-800 Reduced 5.55%	13,621 $3.29 Million
Q3 2022 Nov 07, 2022	BUY	$43.85 - $263.28 $32,229 - $193,510	735 Added 5.37%	14,421 $3.16 Million
Q2 2022 Aug 02, 2022	BUY	$219.07 - $270.08 $302,535 - $372,980	1,381 Added 11.22%	13,686 $3.1 Million
Q1 2022 May 03, 2022	SELL	$251.21 - $285.37 $97,469 - $110,723	-388 Reduced 3.06%	12,305 $3.3 Million
Q4 2021 Feb 02, 2022	SELL	$265.81 - $290.54 $329,072 - $359,688	-1,238 Reduced 8.89%	12,693 $3.59 Million
Q3 2021 Nov 02, 2021	BUY	$256.44 - $277.04 $466,464 - $503,935	1,819 Added 15.02%	13,931 $3.67 Million
Q2 2021 Aug 04, 2021	SELL	$260.21 - $276.38 $8,326 - $8,844	-32 Reduced 0.26%	12,112 $3.26 Million
Q1 2021 May 04, 2021	SELL	$226.3 - $267.93 $149,584 - $177,101	-661 Reduced 5.16%	12,144 $3.16 Million
Q4 2020 Feb 12, 2021	SELL	$187.77 - $230.69 $193,966 - $238,302	-1,033 Reduced 7.46%	12,805 $2.94 Million
Q3 2020 Nov 16, 2020	BUY	$174.43 - $196.49 $99,773 - $112,392	572 Added 4.31%	13,838 $2.56 Million
Q2 2020 Jul 09, 2020	SELL	$133.18 - $194.42 $219,747 - $320,793	-1,650 Reduced 11.06%	13,266 $2.36 Million
Q1 2020 May 04, 2020	BUY	$121.75 - $210.58 $550,918 - $952,874	4,525 Added 43.55%	14,916 $2.15 Million
Q4 2019 Feb 13, 2020	SELL	$185.78 - $206.16 $238,355 - $264,503	-1,283 Reduced 10.99%	10,391 $2.08 Million
Q3 2019 Nov 14, 2019	BUY	$183.17 - $198.52 $36,450 - $39,505	199 Added 1.73%	11,674 $2.32 Million
Q2 2019 Aug 13, 2019	SELL	$181.14 - $198.0 $44,198 - $48,312	-244 Reduced 2.08%	11,475 $2.16 Million
Q1 2019 May 15, 2019	SELL	$162.83 - $193.4 $27,192 - $32,297	-167 Reduced 1.41%	11,719 $2.22 Million
Q4 2018 Feb 14, 2019	SELL	$156.48 - $199.76 $956,092 - $1.22 Million	-6,110 Reduced 33.95%	11,886 $2.22 Million
Q3 2018 Nov 13, 2018	BUY	$194.86 - $204.98 $60,406 - $63,543	310 Added 1.75%	17,996 $3.43 Million
Q2 2018 Aug 22, 2018	BUY	$183.17 - $200.64 $170,897 - $187,197	933 Added 5.57%	17,686 $3.45 Million
Q1 2018 Jun 25, 2018	BUY	$179.89 - $199.21 $3.01 Million - $3.34 Million	16,753 New	16,753 $3.14 Million

Others Institutions Holding IJH

# of Institutions

2,461

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Mount Yale Investment Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History