Mount Yale Investment Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Mount Yale Investment Advisors, LLC

  • $1.21 Billion
  • Q2 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 24,674 shares of IVE stock, worth $5.05 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
24,674
Previous 21,118 16.84%
Holding current value
$5.05 Million
Previous $4.02 Million 19.81%
% of portfolio
0.4%
Previous 0.36%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$168.34 - $195.42 $598,617 - $694,913
3,556 Added 16.84%
24,674 $4.82 Million
Q1 2025

Apr 16, 2025
BUY
$185.78 - $198.58 $1.14 Million - $1.22 Million
6,124 Added 40.84%
21,118 $4.02 Million
Q4 2024

Jan 22, 2025
SELL
$189.5 - $206.17 $322,908 - $351,313
-1,704 Reduced 10.2%
14,994 $2.86 Million
Q3 2024

Oct 23, 2024
SELL
$181.06 - $197.17 $34,582 - $37,659
-191 Reduced 1.13%
16,698 $3.29 Million
Q2 2024

Aug 13, 2024
SELL
$176.58 - $186.7 $194,061 - $205,183
-1,099 Reduced 6.11%
16,889 $3.07 Million
Q1 2024

May 15, 2024
BUY
$171.09 - $186.81 $2.74 Million - $2.99 Million
16,008 Added 808.48%
17,988 $3.36 Million
Q4 2023

Feb 12, 2024
BUY
$147.64 - $174.21 $5,757 - $6,794
39 Added 2.01%
1,980 $344,000
Q1 2023

May 11, 2023
BUY
$144.21 - $159.47 $63,163 - $69,847
438 Added 29.14%
1,941 $294,000
Q4 2022

Feb 13, 2023
SELL
$129.68 - $151.79 $120,732 - $141,316
-931 Reduced 38.25%
1,503 $218,000
Q2 2022

Aug 02, 2022
SELL
$133.27 - $158.52 $46,244 - $55,006
-347 Reduced 12.48%
2,434 $335,000
Q1 2022

May 03, 2022
SELL
$147.46 - $159.06 $3.17 Million - $3.41 Million
-21,469 Reduced 88.53%
2,781 $433,000
Q4 2021

Feb 02, 2022
BUY
$145.8 - $156.8 $3.13 Million - $3.37 Million
21,469 Added 771.99%
24,250 $3.8 Million
Q3 2021

Nov 02, 2021
BUY
$143.75 - $152.0 $399,768 - $422,712
2,781 New
2,781 $404,000
Q1 2021

May 04, 2021
SELL
$125.98 - $142.4 $1.64 Million - $1.86 Million
-13,033 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$109.93 - $128.18 $1.43 Million - $1.67 Million
13,033 New
13,033 $1.67 Million

Others Institutions Holding IVE

# of Institutions
1,711
Shares Held
166M
Call Options Held
93.3K
Put Options Held
41K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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