Mount Yale Investment Advisors, LLC Ishares S&P 500 Growth 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 S&P 500 Growth ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 64,439 shares of IVW stock, worth $6.41 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

64,439

Previous 70,183 8.18%

Holding current value

$6.41 Million

Previous $6.49 Million 4.99%

% of portfolio

0.6%

Previous 0.52%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$84.77 - $97.13 $486,918 - $557,914	-5,744 Reduced 8.18%	64,439 $6.17 Million
Q2 2024 Aug 13, 2024	BUY	$79.31 - $93.31 $1.76 Million - $2.07 Million	22,131 Added 46.06%	70,183 $6.49 Million
Q1 2024 May 15, 2024	SELL	$72.87 - $85.14 $105,880 - $123,708	-1,453 Reduced 2.94%	48,052 $4.06 Million
Q4 2023 Feb 12, 2024	BUY	$65.78 - $75.4 $2.03 Million - $2.33 Million	30,905 Added 166.16%	49,505 $3.72 Million
Q3 2023 Oct 11, 2023	BUY	$68.05 - $72.66 $1.27 Million - $1.35 Million	18,600 New	18,600 $1.27 Million
Q4 2022 Feb 13, 2023	BUY	$56.73 - $63.56 $7.1 Million - $7.95 Million	125,111 New	125,111 $7.32 Million
Q1 2022 May 03, 2022	SELL	$68.33 - $84.32 $2.29 Million - $2.83 Million	-33,563 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$73.18 - $84.81 $2.46 Million - $2.85 Million	33,563 New	33,563 $2.81 Million
Q1 2021 May 04, 2021	SELL	$61.43 - $67.25 $1.12 Million - $1.22 Million	-18,169 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$56.17 - $63.82 $1.02 Million - $1.16 Million	18,169 New	18,169 $1.16 Million
Q4 2018 Feb 14, 2019	SELL	$35.15 - $44.43 $984 - $1,244	-28 Closed	0 $0
Q1 2018 Jun 25, 2018	BUY	$37.4 - $41.49 $1,047 - $1,161	28 New	28 $4,000

Others Institutions Holding IVW

# of Institutions

1,816

Shares Held

414M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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