Mount Yale Investment Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Mount Yale Investment Advisors, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$196.94 - $224.49 $256,612 - $292,510	1,303 New	1,303 $274,000
Q4 2020 Feb 12, 2021	SELL	$182.85 - $211.84 $665,756 - $771,309	-3,641 Closed	0 $0
Q3 2020 Nov 16, 2020	SELL	$172.79 - $199.44 $180,738 - $208,614	-1,046 Reduced 22.32%	3,641 $681,000
Q2 2020 Jul 09, 2020	SELL	$135.3 - $179.75 $489,650 - $650,515	-3,619 Reduced 43.57%	4,687 $805,000
Q1 2020 May 04, 2020	SELL	$122.99 - $188.06 $543,615 - $831,225	-4,420 Reduced 34.73%	8,306 $1.18 Million
Q4 2019 Feb 13, 2020	SELL	$159.7 - $178.97 $558,950 - $626,395	-3,500 Reduced 21.57%	12,726 $2.27 Million
Q3 2019 Nov 14, 2019	BUY	$163.68 - $167.08 $1.49 Million - $1.52 Million	9,093 Added 127.48%	16,226 $2.78 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-85 Reduced 1.18%	7,133 $1.14 Million
Q1 2019 May 15, 2019	BUY	N/A	137 Added 1.93%	7,218 $1.14 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-12,315 Reduced 63.49%	7,081 $1.07 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-234 Reduced 1.19%	19,396 $3.02 Million
Q2 2018 Aug 22, 2018	BUY	N/A	42 Added 0.21%	19,630 $2.98 Million
Q1 2018 Jun 25, 2018	BUY	N/A	19,588 New	19,588 $2.88 Million

1,372

93.2M

221K

52.5K

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