Mount Yale Investment Advisors, LLC Ishares Russell Mid Cap Growth 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 Mid Cap Growth stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 7,271 shares of IWP stock, worth $1 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

7,271

Previous 2,400 202.96%

Holding current value

$1 Million

Previous $281,000 227.76%

% of portfolio

0.08%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$116.4 - $138.52 $566,984 - $674,730	4,871 Added 202.96%	7,271 $921,000
Q1 2024 May 15, 2024	SELL	$100.66 - $114.14 $335,197 - $380,086	-3,330 Reduced 58.12%	2,400 $273,000
Q4 2023 Feb 12, 2024	BUY	$85.66 - $105.12 $285,247 - $350,049	3,330 Added 138.75%	5,730 $598,000
Q1 2023 May 11, 2023	SELL	$82.89 - $94.68 $680,444 - $777,228	-8,209 Reduced 77.38%	2,400 $218,000
Q4 2022 Feb 13, 2023	BUY	$77.4 - $89.88 $821,136 - $953,536	10,609 New	10,609 $886,000
Q2 2022 Aug 02, 2022	SELL	$75.41 - $102.47 $173,065 - $235,168	-2,295 Closed	0 $0
Q1 2022 May 03, 2022	SELL	$89.52 - $114.03 $234,363 - $298,530	-2,618 Reduced 53.29%	2,295 $231,000
Q4 2021 Feb 02, 2022	BUY	$109.8 - $123.28 $539,447 - $605,674	4,913 New	4,913 $566,000

Others Institutions Holding IWP

# of Institutions

1,165

Shares Held

106M

Call Options Held

59.8K

Put Options Held

5.2K

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About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Mount Yale Investment Advisors, LLC Ishares Russell Mid Cap Growth Transaction History