Mount Yale Investment Advisors, LLC Ishares Tr Transaction History

Mount Yale Investment Advisors, LLC

$1.21 Billion
Q2 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 24 shares of IYJ stock, worth $3,447. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,447

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 12, 2025	BUY	$115.07 - $142.31 $2,761 - $3,415	24 New	24 $3,000

Others Institutions Holding IYJ

# of Institutions

347

Shares Held

8.1M

Call Options Held

9.2K

Put Options Held

2.8K

Laurel Wealth Advisors LLC Charlotte, NC

1.76M
Shares

$254 Million
0.18% of portfolio
Morgan Stanley New York, NY

837K
Shares

$120 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

616K
Shares

$88.6 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

437K
Shares

$62.8 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

341K
Shares

$49 Million
1.01% of portfolio

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About ISHARES TR

Ticker IYJ
Sector ETFs
Industry ETFs

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Mount Yale Investment Advisors, LLC Ishares Tr Transaction History