Mount Yale Investment Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Mount Yale Investment Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 14,497 shares of IYW stock, worth $2.31 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

14,497

Previous 16,867 14.05%

Holding current value

$2.31 Million

Previous $2.56 Million 9.58%

% of portfolio

0.19%

Previous 0.25%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$148.14 - $166.23 $351,091 - $393,965	-2,370 Reduced 14.05%	14,497 $2.31 Million
Q3 2024 Oct 23, 2024	SELL	$133.16 - $158.73 $365,524 - $435,713	-2,745 Reduced 14.0%	16,867 $2.56 Million
Q2 2024 Aug 13, 2024	SELL	$124.75 - $153.46 $252,743 - $310,909	-2,026 Reduced 9.36%	19,612 $2.95 Million
Q1 2024 May 15, 2024	BUY	$117.5 - $136.59 $382,462 - $444,600	3,255 Added 17.71%	21,638 $2.92 Million
Q4 2023 Feb 12, 2024	BUY	$101.31 - $123.31 $395,007 - $480,785	3,899 Added 26.92%	18,383 $2.26 Million
Q3 2023 Oct 11, 2023	SELL	$103.39 - $113.67 $1.32 Million - $1.45 Million	-12,774 Reduced 46.86%	14,484 $1.52 Million
Q2 2023 Aug 14, 2023	BUY	$88.68 - $109.37 $72,185 - $89,027	814 Added 3.08%	27,258 $2.97 Million
Q1 2023 May 11, 2023	BUY	$72.54 - $92.81 $459,033 - $587,301	6,328 Added 31.46%	26,444 $2.45 Million
Q4 2022 Feb 13, 2023	BUY	$71.52 - $81.72 $1.44 Million - $1.64 Million	20,116 New	20,116 $1.5 Million
Q2 2022 Aug 02, 2022	SELL	$77.53 - $105.04 $186,459 - $252,621	-2,405 Closed	0 $0
Q1 2022 May 03, 2022	SELL	$90.78 - $115.41 $9,713 - $12,348	-107 Reduced 4.26%	2,405 $248,000
Q3 2021 Nov 02, 2021	BUY	$98.99 - $108.87 $248,662 - $273,481	2,512 New	2,512 $254,000

Others Institutions Holding IYW

# of Institutions

1,187

Shares Held

81.4M

Call Options Held

76.9K

Put Options Held

33.6K

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About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Mount Yale Investment Advisors, LLC Ishares Dj Us Tech ETF Transaction History