Mount Yale Investment Advisors, LLC Ishares Barclays Transaction History

Mount Yale Investment Advisors, LLC

$1.38 Billion
Q3 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 11,330 shares of IEF stock, worth $1.09 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

11,330

Previous 142 7878.87%

Holding current value

$1.09 Million

Previous $13,000 8300.0%

% of portfolio

0.08%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$93.91 - $97.26 $1.05 Million - $1.09 Million	11,188 Added 7878.87%	11,330 $1.09 Million
Q2 2025 Aug 12, 2025	BUY	$93.15 - $96.56 $13,227 - $13,711	142 New	142 $13,000
Q1 2021 May 04, 2021	SELL	$112.93 - $119.98 $285,374 - $303,189	-2,527 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$119.27 - $121.81 $48,065 - $49,089	403 Added 18.97%	2,527 $303,000
Q3 2020 Nov 16, 2020	BUY	$121.18 - $123.06 $257,386 - $261,379	2,124 New	2,124 $259,000

Q4 2018 Feb 14, 2019	SELL	$99.72 - $104.2 $226,164 - $236,325	-2,268 Closed	0 $0
Q1 2018 Jun 25, 2018	BUY	$101.6 - $105.33 $230,428 - $238,888	2,268 New	2,268 $234,000

Others Institutions Holding IEF

# of Institutions

1,204

Shares Held

344M

Call Options Held

16.7M

Put Options Held

15.9M

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About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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Mount Yale Investment Advisors, LLC Ishares Barclays Transaction History