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

Mount Yale Investment Advisors, LLC

  • $1.2 Billion
  • Q4 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 9,048 shares of IWD stock, worth $1.75 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
9,048
Holding current value
$1.75 Million
% of portfolio
0.14%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$183.23 - $199.79 $1.66 Million - $1.81 Million
9,048 New
9,048 $1.68 Million
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
1,761
Shares Held
256M
Call Options Held
606K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email