A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 18,691 shares of IWM stock, worth $4.15 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
18,691
Previous 18,551 0.75%
Holding current value
$4.15 Million
Previous $3.76 Million 9.7%
% of portfolio
0.4%
Previous 0.3%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$200.87 - $224.6 $28,121 - $31,444
140 Added 0.75%
18,691 $4.13 Million
Q2 2024

Aug 13, 2024

SELL
$192.84 - $209.44 $384,330 - $417,413
-1,993 Reduced 9.7%
18,551 $3.76 Million
Q1 2024

May 15, 2024

SELL
$189.48 - $210.3 $47,748 - $52,995
-252 Reduced 1.21%
20,544 $4.32 Million
Q4 2023

Feb 12, 2024

SELL
$162.21 - $204.82 $41,687 - $52,638
-257 Reduced 1.22%
20,796 $4.17 Million
Q3 2023

Oct 11, 2023

BUY
$174.36 - $198.71 $27,374 - $31,197
157 Added 0.75%
21,053 $3.72 Million
Q2 2023

Aug 14, 2023

SELL
$170.4 - $187.93 $595,888 - $657,191
-3,497 Reduced 14.34%
20,896 $3.91 Million
Q1 2023

May 11, 2023

SELL
$170.25 - $198.32 $51,415 - $59,892
-302 Reduced 1.22%
24,393 $4.35 Million
Q4 2022

Feb 13, 2023

SELL
$166.81 - $188.05 $339,958 - $383,245
-2,038 Reduced 7.62%
24,695 $4.31 Million
Q3 2022

Nov 07, 2022

BUY
$164.17 - $201.07 $154,155 - $188,804
939 Added 3.64%
26,733 $4.41 Million
Q2 2022

Aug 02, 2022

SELL
$163.9 - $207.91 $380,575 - $482,767
-2,322 Reduced 8.26%
25,794 $4.37 Million
Q1 2022

May 03, 2022

SELL
$191.52 - $225.32 $293,791 - $345,640
-1,534 Reduced 5.17%
28,116 $5.77 Million
Q4 2021

Feb 02, 2022

BUY
$212.12 - $242.56 $951,782 - $1.09 Million
4,487 Added 17.83%
29,650 $6.6 Million
Q3 2021

Nov 02, 2021

BUY
$211.73 - $231.39 $22,231 - $24,295
105 Added 0.42%
25,163 $5.5 Million
Q2 2021

Aug 04, 2021

BUY
$211.85 - $232.89 $208,884 - $229,629
986 Added 4.1%
25,058 $5.75 Million
Q1 2021

May 04, 2021

BUY
$193.5 - $234.42 $276,124 - $334,517
1,427 Added 6.3%
24,072 $5.32 Million
Q4 2020

Feb 12, 2021

SELL
$152.18 - $199.14 $41,088 - $53,767
-270 Reduced 1.18%
22,645 $4.44 Million
Q3 2020

Nov 16, 2020

SELL
$139.07 - $158.46 $37,548 - $42,784
-270 Reduced 1.16%
22,915 $3.43 Million
Q2 2020

Jul 09, 2020

SELL
$104.62 - $153.09 $62,667 - $91,700
-599 Reduced 2.52%
23,185 $3.32 Million
Q1 2020

May 04, 2020

SELL
$99.9 - $169.53 $2.34 Million - $3.98 Million
-23,452 Reduced 49.65%
23,784 $2.72 Million
Q4 2019

Feb 13, 2020

BUY
$146.46 - $166.68 $503,090 - $572,545
3,435 Added 7.84%
47,236 $7.58 Million
Q3 2019

Nov 14, 2019

SELL
$144.85 - $157.9 $463,230 - $504,964
-3,198 Reduced 6.8%
43,801 $6.96 Million
Q2 2019

Aug 13, 2019

SELL
$145.86 - $160.71 $226,083 - $249,100
-1,550 Reduced 3.19%
46,999 $7.02 Million
Q1 2019

May 15, 2019

SELL
$132.25 - $158.24 $166,767 - $199,540
-1,261 Reduced 2.53%
48,549 $7.43 Million
Q4 2018

Feb 14, 2019

BUY
$125.88 - $166.33 $643,246 - $849,946
5,110 Added 11.43%
49,810 $7.53 Million
Q3 2018

Nov 13, 2018

SELL
$164.2 - $173.02 $289,648 - $305,207
-1,764 Reduced 3.8%
44,700 $7.04 Million
Q2 2018

Aug 22, 2018

SELL
$148.13 - $169.97 $7,850 - $9,008
-53 Reduced 0.11%
46,464 $7.61 Million
Q1 2018

Jun 25, 2018

BUY
$145.44 - $159.96 $6.77 Million - $7.44 Million
46,517 New
46,517 $7.06 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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