Mount Yale Investment Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History

Mount Yale Investment Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 119,275 shares of IUSB stock, worth $5.4 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

119,275

Previous 150,775 20.89%

Holding current value

$5.4 Million

Previous $7.1 Million 24.11%

% of portfolio

0.45%

Previous 0.69%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$45.07 - $47.1 $1.42 Million - $1.48 Million	-31,500 Reduced 20.89%	119,275 $5.39 Million
Q3 2024 Oct 23, 2024	BUY	$44.83 - $47.42 $762,244 - $806,282	17,003 Added 12.71%	150,775 $7.1 Million
Q2 2024 Aug 13, 2024	SELL	$44.3 - $45.58 $168,207 - $173,067	-3,797 Reduced 2.76%	133,772 $6.05 Million
Q1 2024 May 15, 2024	BUY	$45.02 - $46.27 $937,316 - $963,341	20,820 Added 17.83%	137,569 $6.27 Million
Q4 2023 Feb 12, 2024	BUY	$42.6 - $46.25 $183,776 - $199,522	4,314 Added 3.84%	116,749 $5.38 Million
Q3 2023 Oct 11, 2023	SELL	$43.62 - $45.64 $487,627 - $510,209	-11,179 Reduced 9.04%	112,435 $4.92 Million
Q2 2023 Aug 14, 2023	BUY	$45.12 - $46.45 $360,283 - $370,903	7,985 Added 6.91%	123,614 $5.62 Million
Q1 2023 May 11, 2023	BUY	$44.68 - $46.69 $319,149 - $333,506	7,143 Added 6.58%	115,629 $5.34 Million
Q4 2022 Feb 13, 2023	BUY	$43.31 - $46.11 $1.21 Million - $1.29 Million	27,925 Added 34.66%	108,486 $4.87 Million
Q3 2022 Nov 07, 2022	BUY	$44.1 - $48.01 $144,251 - $157,040	3,271 Added 4.23%	80,561 $3.59 Million
Q2 2022 Aug 02, 2022	BUY	$45.73 - $49.5 $226,226 - $244,876	4,947 Added 6.84%	77,290 $3.62 Million
Q1 2022 May 03, 2022	BUY	$49.13 - $52.58 $659,275 - $705,571	13,419 Added 22.77%	72,343 $3.59 Million
Q4 2021 Feb 02, 2022	BUY	$52.59 - $53.43 $244,385 - $248,289	4,647 Added 8.56%	58,924 $3.12 Million
Q3 2021 Nov 02, 2021	BUY	$53.21 - $53.97 $419,294 - $425,283	7,880 Added 16.98%	54,277 $2.89 Million
Q2 2021 Aug 04, 2021	BUY	$52.74 - $53.49 $419,388 - $425,352	7,952 Added 20.68%	46,397 $2.48 Million
Q1 2021 May 04, 2021	BUY	$52.55 - $54.49 $2.02 Million - $2.09 Million	38,445 New	38,445 $2.03 Million

Others Institutions Holding IUSB

# of Institutions

720

Shares Held

700M

Call Options Held

Put Options Held

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Mount Yale Investment Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History