Mount Yale Investment Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History

Mount Yale Investment Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	BUY	$67.78 - $80.04 $2.41 Million - $2.85 Million	35,610 New	35,610 $2.82 Million
Q4 2022 Feb 13, 2023	BUY	$63.9 - $72.95 $3.68 Million - $4.2 Million	57,546 New	57,546 $3.93 Million
Q1 2022 May 03, 2022	SELL	$72.34 - $85.19 $1.07 Million - $1.26 Million	-14,791 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$79.13 - $87.9 $1.17 Million - $1.3 Million	14,791 New	14,791 $1.26 Million
Q1 2021 May 04, 2021	SELL	$71.22 - $80.18 $624,813 - $703,419	-8,773 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$60.53 - $72.82 $531,029 - $638,849	8,773 New	8,773 $634,000
Q4 2018 Feb 14, 2019	SELL	N/A	-286 Closed	0 $0
Q1 2018 Jun 25, 2018	BUY	N/A	286 New	286 $62,000

906

74M

2.7K

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