Mount Yale Investment Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Mount Yale Investment Advisors, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 07, 2022	SELL	$62.15 - $74.82 $8,887 - $10,699	-143 Reduced 2.49%	5,595 $348,000
Q2 2022 Aug 02, 2022	SELL	$62.75 - $78.76 $183,983 - $230,924	-2,932 Reduced 33.82%	5,738 $371,000
Q1 2022 May 03, 2022	BUY	$72.29 - $82.89 $34,699 - $39,787	480 Added 5.86%	8,670 $677,000
Q4 2021 Feb 02, 2022	BUY	$78.41 - $85.28 $4,234 - $4,605	54 Added 0.66%	8,190 $680,000
Q2 2021 Aug 04, 2021	BUY	$74.82 - $79.61 $20,276 - $21,574	271 Added 3.45%	8,136 $645,000
Q1 2021 May 04, 2021	BUY	$67.45 - $75.68 $530,494 - $595,223	7,865 New	7,865 $581,000
Q2 2020 Jul 09, 2020	SELL	$40.64 - $57.63 $417,007 - $591,341	-10,261 Closed	0 $0
Q1 2020 May 04, 2020	SELL	$36.81 - $61.96 $90,589 - $152,483	-2,461 Reduced 19.34%	10,261 $443,000
Q4 2019 Feb 13, 2020	BUY	$54.12 - $59.69 $230,172 - $253,861	4,253 Added 50.22%	12,722 $752,000
Q2 2019 Aug 13, 2019	BUY	$52.53 - $56.11 $8,614 - $9,202	164 Added 1.97%	8,469 $463,000
Q1 2019 May 15, 2019	BUY	$45.53 - $54.18 $40,612 - $48,328	892 Added 12.03%	8,305 $448,000
Q4 2018 Feb 14, 2019	BUY	$43.7 - $54.95 $2,097 - $2,637	48 Added 0.65%	7,413 $387,000
Q3 2018 Nov 13, 2018	BUY	$52.87 - $56.02 $282,061 - $298,866	5,335 Added 262.81%	7,365 $387,000
Q1 2018 Jun 25, 2018	BUY	$49.67 - $55.0 $100,830 - $111,650	2,030 New	2,030 $419,000

1,410

341M

130K

26.6K

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