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

Mount Yale Investment Advisors, LLC

  • $1.03 Billion
  • Q3 2024

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$161.84 - $179.11 $4.49 Million - $4.96 Million
-27,714 Reduced 95.56%
1,288 $230,000
Q4 2023

Feb 12, 2024
BUY
$143.69 - $165.7 $4.17 Million - $4.81 Million
29,002 New
29,002 $4.79 Million
Q2 2023

Aug 14, 2023
SELL
$148.55 - $157.83 $4,902 - $5,208
-33 Reduced 2.34%
1,376 $217,000
Q1 2023

May 11, 2023
SELL
$145.2 - $161.56 $4.53 Million - $5.04 Million
-31,197 Reduced 95.68%
1,409 $214,000
Q4 2022

Feb 13, 2023
BUY
$136.78 - $158.99 $4.24 Million - $4.93 Million
31,022 Added 1958.46%
32,606 $4.94 Million
Q3 2022

Nov 07, 2022
SELL
$135.99 - $161.15 $57,251 - $67,844
-421 Reduced 21.0%
1,584 $215,000
Q2 2022

Aug 02, 2022
BUY
$140.99 - $168.41 $40,887 - $48,838
290 Added 16.91%
2,005 $291,000
Q1 2022

May 03, 2022
BUY
$157.15 - $170.51 $30,487 - $33,078
194 Added 12.75%
1,715 $285,000
Q4 2021

Feb 02, 2022
BUY
$157.12 - $168.08 $31,738 - $33,952
202 Added 15.31%
1,521 $255,000
Q2 2021

Aug 04, 2021
BUY
$152.86 - $162.4 $201,622 - $214,205
1,319 New
1,319 $209,000
Q2 2020

Jul 09, 2020
SELL
$94.52 - $125.14 $191,213 - $253,158
-2,023 Closed
0 $0
Q1 2020

May 04, 2020
BUY
$85.17 - $138.52 $18,396 - $29,920
216 Added 11.95%
2,023 $201,000
Q4 2019

Feb 13, 2020
SELL
$123.85 - $136.67 $75,300 - $83,095
-608 Reduced 25.18%
1,807 $241,000
Q3 2019

Nov 14, 2019
SELL
$127.92 - $130.25 $333,871 - $339,952
-2,610 Reduced 51.94%
2,415 $320,000
Q4 2018

Feb 14, 2019
BUY
N/A
3 Added 0.06%
5,025 $602,000
Q3 2018

Nov 13, 2018
SELL
N/A
-673 Reduced 11.82%
5,022 $625,000
Q2 2018

Aug 22, 2018
BUY
N/A
396 Added 7.47%
5,695 $691,000
Q1 2018

Jun 25, 2018
BUY
N/A
5,299 New
5,299 $636,000

Others Institutions Holding IWD

# of Institutions
1,715
Shares Held
256M
Call Options Held
606K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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  • Sector ETFs
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