Mount Yale Investment Advisors, LLC Ishares Russell 3000 ETF Transaction History

Mount Yale Investment Advisors, LLC

  • $1.21 Billion
  • Q2 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 533 shares of IWV stock, worth $201,703. This represents 0.02% of its overall portfolio holdings.

Number of Shares
533
Holding current value
$201,703
% of portfolio
0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$281.67 - $351.0 $150,130 - $187,083
533 New
533 $187,000
Q3 2024

Oct 23, 2024
SELL
$294.75 - $326.73 $14,148 - $15,683
-48 Reduced 7.4%
601 $196,000
Q2 2024

Aug 13, 2024
BUY
$283.16 - $309.9 $183,770 - $201,125
649 New
649 $200,000
Q1 2022

May 03, 2022
SELL
$242.02 - $279.09 $183,209 - $211,271
-757 Closed
0 $0
Q4 2021

Feb 02, 2022
SELL
$254.66 - $279.11 $28,012 - $30,702
-110 Reduced 12.69%
757 $210,000
Q1 2021

May 04, 2021
BUY
$220.59 - $239.53 $191,251 - $207,672
867 New
867 $206,000
Q3 2020

Nov 16, 2020
SELL
$180.98 - $208.68 $219,709 - $253,337
-1,214 Closed
0 $0
Q2 2020

Jul 09, 2020
SELL
$141.33 - $188.81 $65,577 - $87,607
-464 Reduced 27.65%
1,214 $219,000
Q1 2020

May 04, 2020
SELL
$128.35 - $198.13 $3,978 - $6,142
-31 Reduced 1.81%
1,678 $249,000
Q4 2019

Feb 13, 2020
SELL
$168.6 - $189.08 $23,941 - $26,849
-142 Reduced 7.67%
1,709 $322,000
Q2 2019

Aug 13, 2019
SELL
N/A
-246 Reduced 11.73%
1,851 $313,000
Q1 2018

Jun 25, 2018
BUY
N/A
2,097 New
2,097 $328,000

Others Institutions Holding IWV

# of Institutions
935
Shares Held
28.1M
Call Options Held
20.7K
Put Options Held
7.2K
View Full List

About ISHARES RUSSELL 3000 ETF

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