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

Mount Yale Investment Advisors, LLC

  • $1.03 Billion
  • Q3 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 16,867 shares of IYW stock, worth $2.73 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
16,867
Previous 19,612 14.0%
Holding current value
$2.73 Million
Previous $2.95 Million 13.35%
% of portfolio
0.25%
Previous 0.24%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,149
Shares Held
84.4M
Call Options Held
80.4K
Put Options Held
33.1K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email