A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 61,792 shares of IVV stock, worth $36.9 Million. This represents 3.47% of its overall portfolio holdings.

Number of Shares
61,792
Previous 64,598 4.34%
Holding current value
$36.9 Million
Previous $35.3 Million 0.83%
% of portfolio
3.47%
Previous 2.83%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$520.18 - $576.82 $1.46 Million - $1.62 Million
-2,806 Reduced 4.34%
61,792 $35.6 Million
Q2 2024

Aug 13, 2024

SELL
$497.53 - $549.64 $4.04 Million - $4.46 Million
-8,113 Reduced 11.16%
64,598 $35.3 Million
Q1 2024

May 15, 2024

SELL
$469.56 - $525.73 $15.5 Million - $17.4 Million
-33,064 Reduced 31.26%
72,711 $38.2 Million
Q4 2023

Feb 12, 2024

BUY
$412.55 - $479.0 $11.6 Million - $13.5 Million
28,181 Added 36.32%
105,775 $50.5 Million
Q3 2023

Oct 11, 2023

BUY
$427.76 - $460.18 $4.18 Million - $4.49 Million
9,767 Added 14.4%
77,594 $33.3 Million
Q2 2023

Aug 14, 2023

BUY
$406.17 - $445.71 $1.13 Million - $1.24 Million
2,777 Added 4.27%
67,827 $30.2 Million
Q1 2023

May 11, 2023

SELL
$381.13 - $418.66 $7.89 Million - $8.67 Million
-20,709 Reduced 24.15%
65,050 $26.7 Million
Q4 2022

Feb 13, 2023

BUY
$357.98 - $409.32 $7.46 Million - $8.53 Million
20,838 Added 32.1%
85,759 $32.9 Million
Q3 2022

Nov 07, 2022

BUY
$358.65 - $432.04 $1.34 Million - $1.61 Million
3,728 Added 6.09%
64,921 $23.3 Million
Q2 2022

Aug 02, 2022

BUY
$366.99 - $458.8 $3.96 Million - $4.96 Million
10,803 Added 21.44%
61,193 $23.2 Million
Q1 2022

May 03, 2022

BUY
$418.06 - $479.84 $366,638 - $420,819
877 Added 1.77%
50,390 $22.9 Million
Q4 2021

Feb 02, 2022

BUY
$430.29 - $479.53 $3.99 Million - $4.44 Million
9,264 Added 23.02%
49,513 $23.6 Million
Q3 2021

Nov 02, 2021

SELL
$426.8 - $455.27 $246,690 - $263,146
-578 Reduced 1.42%
40,249 $17.3 Million
Q2 2021

Aug 04, 2021

SELL
$402.08 - $429.92 $206,267 - $220,548
-513 Reduced 1.24%
40,827 $17.6 Million
Q1 2021

May 04, 2021

SELL
$370.22 - $398.75 $1.48 Million - $1.59 Million
-3,995 Reduced 8.81%
41,340 $16.4 Million
Q4 2020

Feb 12, 2021

BUY
$327.62 - $375.39 $1.39 Million - $1.59 Million
4,232 Added 10.3%
45,335 $17 Million
Q3 2020

Nov 16, 2020

BUY
$311.81 - $359.24 $212,966 - $245,360
683 Added 1.69%
41,103 $13.8 Million
Q2 2020

Jul 09, 2020

SELL
$246.8 - $324.4 $21,224 - $27,898
-86 Reduced 0.21%
40,420 $12.5 Million
Q1 2020

May 04, 2020

BUY
$224.65 - $339.88 $949,370 - $1.44 Million
4,226 Added 11.65%
40,506 $10.5 Million
Q4 2019

Feb 13, 2020

BUY
$289.63 - $324.32 $798,220 - $893,825
2,756 Added 8.22%
36,280 $11.7 Million
Q3 2019

Nov 14, 2019

SELL
$285.57 - $303.77 $151,923 - $161,605
-532 Reduced 1.56%
33,524 $10.4 Million
Q2 2019

Aug 13, 2019

BUY
$276.38 - $296.02 $114,974 - $123,144
416 Added 1.24%
34,056 $9.87 Million
Q1 2019

May 15, 2019

SELL
$245.43 - $286.57 $101,608 - $118,639
-414 Reduced 1.22%
33,640 $9.57 Million
Q4 2018

Feb 14, 2019

SELL
$236.09 - $293.95 $1.04 Million - $1.3 Million
-4,408 Reduced 11.46%
34,054 $9.27 Million
Q3 2018

Nov 13, 2018

BUY
$272.73 - $295.76 $24,000 - $26,026
88 Added 0.23%
38,462 $10.9 Million
Q2 2018

Aug 22, 2018

BUY
$259.21 - $280.89 $128,827 - $139,602
497 Added 1.31%
38,374 $10.5 Million
Q1 2018

Jun 25, 2018

BUY
$259.62 - $288.66 $9.83 Million - $10.9 Million
37,877 New
37,877 $10.1 Million

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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