Mount Yale Investment Advisors, LLC Ishares Tr Transaction History

Mount Yale Investment Advisors, LLC

$1.2 Billion
Q4 2024

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 4,274 shares of SHV stock, worth $470,994. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,274

Previous 1,906 124.24%

Holding current value

$470,994

Previous $210,000 123.81%

% of portfolio

0.04%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$109.92 - $110.57 $260,290 - $261,829	2,368 Added 124.24%	4,274 $470,000
Q3 2024 Oct 23, 2024	SELL	$110.05 - $110.63 $260,818 - $262,193	-2,370 Reduced 55.43%	1,906 $210,000
Q1 2024 May 15, 2024	SELL	$110.11 - $110.57 $1.29 Million - $1.29 Million	-11,707 Reduced 73.25%	4,276 $472,000
Q4 2023 Feb 12, 2024	SELL	$109.86 - $110.59 $161,604 - $162,677	-1,471 Reduced 8.43%	15,983 $1.76 Million
Q3 2023 Oct 11, 2023	SELL	$109.99 - $110.5 $155,525 - $156,247	-1,414 Reduced 7.49%	17,454 $1.93 Million
Q2 2023 Aug 14, 2023	BUY	$110.0 - $110.45 $349,030 - $350,457	3,173 Added 20.22%	18,868 $2.08 Million
Q1 2023 May 11, 2023	BUY	$109.94 - $110.5 $1.73 Million - $1.73 Million	15,695 New	15,695 $1.73 Million

Others Institutions Holding SHV

# of Institutions

776

Shares Held

94.4M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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Mount Yale Investment Advisors, LLC Ishares Tr Transaction History