Mount Yale Investment Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History

Mount Yale Investment Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$106.98 - $110.63 $497,670 - $514,650	-4,652 Reduced 62.39%	2,804 $305,000
Q4 2023 Feb 12, 2024	BUY	$98.28 - $111.36 $237,051 - $268,600	2,412 Added 47.82%	7,456 $825,000
Q3 2023 Oct 11, 2023	BUY	$102.02 - $108.51 $514,588 - $547,324	5,044 New	5,044 $514,000
Q2 2021 Aug 04, 2021	SELL	$129.85 - $134.36 $833,507 - $862,456	-6,419 Closed	0 $0
Q1 2021 May 04, 2021	SELL	$128.44 - $137.43 $646,823 - $692,097	-5,036 Reduced 43.96%	6,419 $835,000
Q4 2020 Feb 12, 2021	BUY	$133.73 - $138.48 $181,204 - $187,640	1,355 Added 13.42%	11,455 $1.58 Million
Q3 2020 Nov 16, 2020	BUY	$134.22 - $139.15 $482,118 - $499,826	3,592 Added 55.19%	10,100 $1.36 Million
Q2 2020 Jul 09, 2020	BUY	$121.1 - $134.5 $788,118 - $875,326	6,508 New	6,508 $875,000

1,185

247M

39.5M

38.7M

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