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

Mount Yale Investment Advisors, LLC

  • $1.11 Billion
  • Q1 2025

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 1,558 shares of IWD stock, worth $293,386. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,558
Previous 9,048 82.78%
Holding current value
$293,386
Previous $1.68 Million 82.69%
% of portfolio
0.03%
Previous 0.14%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$182.82 - $196.21 $1.37 Million - $1.47 Million
-7,490 Reduced 82.78%
1,558 $290,000
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
1,907
Shares Held
279M
Call Options Held
617K
Put Options Held
5.88M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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