Mount Yale Investment Advisors, LLC Ishares Tr Transaction History

Mount Yale Investment Advisors, LLC

  • $1.03 Billion
  • Q3 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 1,906 shares of SHV stock, worth $210,536. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,906
Previous 4,276 55.43%
Holding current value
$210,536
Previous $472,000 55.51%
% of portfolio
0.02%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
726
Shares Held
103M
Call Options Held
3.8K
Put Options Held
0
View Full List

About ISHARES TR

SHV Quotes by TradingView
  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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