Mount Yale Investment Advisors, LLC Ishares 0 5 Year High Yield CO Transaction History

Mount Yale Investment Advisors, LLC

$1.28 Billion
Q1 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$40.29 - $41.87 $482,875 - $501,811	11,985 Added 145.33%	20,232 $827,000
Q3 2022 Nov 07, 2022	BUY	$40.2 - $42.66 $10,251 - $10,878	255 Added 3.19%	8,247 $329,000
Q2 2022 Aug 02, 2022	BUY	$40.27 - $44.02 $104,782 - $114,540	2,602 Added 48.27%	7,992 $324,000
Q1 2022 May 03, 2022	BUY	$43.01 - $45.26 $2,838 - $2,987	66 Added 1.24%	5,390 $237,000
Q4 2021 Feb 02, 2022	SELL	$44.73 - $45.64 $32,831 - $33,499	-734 Reduced 12.12%	5,324 $241,000

Q3 2021 Nov 02, 2021	BUY	$45.45 - $46.0 $31,451 - $31,832	692 Added 12.9%	6,058 $277,000
Q1 2021 May 04, 2021	SELL	$45.28 - $45.81 $823,145 - $832,779	-18,179 Reduced 77.21%	5,366 $246,000
Q4 2020 Feb 12, 2021	BUY	$43.72 - $45.44 $398,945 - $414,640	9,125 Added 63.28%	23,545 $1.07 Million
Q3 2020 Nov 16, 2020	BUY	$42.81 - $44.47 $269,617 - $280,072	6,298 Added 77.54%	14,420 $634,000
Q2 2020 Jul 09, 2020	BUY	$39.39 - $43.83 $14,141 - $15,734	359 Added 4.62%	8,122 $348,000
Q1 2020 May 04, 2020	BUY	$37.54 - $46.72 $101,358 - $126,144	2,700 Added 53.33%	7,763 $317,000
Q4 2019 Feb 13, 2020	BUY	$45.84 - $46.53 $232,087 - $235,581	5,063 New	5,063 $235,000

Others Institutions Holding SHYG

# of Institutions

529

Shares Held

119M

Call Options Held

0

Put Options Held

0

Royal Bank Of Canada Toronto, A6

11M
Shares

$464 Million
0.11% of portfolio
Personal Capital Advisors Corp

8.07M
Shares

$340 Million
1.6% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

7.49M
Shares

$316 Million
1.19% of portfolio
Bramshill Investments, LLC Naples, FL

6.89M
Shares

$291 Million
34.93% of portfolio
Japan Science & Technology Agency Tokyo, M0

5.07M
Shares

$214 Million
2.68% of portfolio

About ISHARES 0-5 YEAR HIGH YIELD CO

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