Mount Yale Investment Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History

Mount Yale Investment Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 74,316 shares of IJH stock, worth $4.86 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

74,316

Previous 74,510 0.26%

Holding current value

$4.86 Million

Previous $4.64 Million 0.28%

% of portfolio

0.38%

Previous 0.45%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$61.68 - $67.87 $11,965 - $13,166	-194 Reduced 0.26%	74,316 $4.63 Million
Q3 2024 Oct 23, 2024	SELL	$57.32 - $62.65 $204,517 - $223,535	-3,568 Reduced 4.57%	74,510 $4.64 Million
Q2 2024 Aug 13, 2024	SELL	$56.43 - $60.79 $95,705 - $103,099	-1,696 Reduced 2.13%	78,078 $4.57 Million
Q1 2024 May 15, 2024	BUY	$56.98 - $284.98 $3.62 Million - $18.1 Million	63,446 Added 388.57%	79,774 $4.85 Million
Q4 2023 Feb 12, 2024	SELL	$232.04 - $279.85 $569,426 - $686,751	-2,454 Reduced 13.07%	16,328 $4.53 Million
Q3 2023 Oct 11, 2023	BUY	$246.15 - $272.4 $864,971 - $957,213	3,514 Added 23.02%	18,782 $4.68 Million
Q2 2023 Aug 14, 2023	BUY	$240.22 - $261.48 $124,674 - $135,708	519 Added 3.52%	15,268 $3.99 Million
Q1 2023 May 11, 2023	BUY	$237.25 - $271.72 $267,618 - $306,500	1,128 Added 8.28%	14,749 $3.69 Million
Q4 2022 Feb 13, 2023	SELL	$44.74 - $257.0 $35,792 - $205,600	-800 Reduced 5.55%	13,621 $3.29 Million
Q3 2022 Nov 07, 2022	BUY	$43.85 - $263.28 $32,229 - $193,510	735 Added 5.37%	14,421 $3.16 Million
Q2 2022 Aug 02, 2022	BUY	$219.07 - $270.08 $302,535 - $372,980	1,381 Added 11.22%	13,686 $3.1 Million
Q1 2022 May 03, 2022	SELL	$251.21 - $285.37 $97,469 - $110,723	-388 Reduced 3.06%	12,305 $3.3 Million
Q4 2021 Feb 02, 2022	SELL	$265.81 - $290.54 $329,072 - $359,688	-1,238 Reduced 8.89%	12,693 $3.59 Million
Q3 2021 Nov 02, 2021	BUY	$256.44 - $277.04 $466,464 - $503,935	1,819 Added 15.02%	13,931 $3.67 Million
Q2 2021 Aug 04, 2021	SELL	$260.21 - $276.38 $8,326 - $8,844	-32 Reduced 0.26%	12,112 $3.26 Million
Q1 2021 May 04, 2021	SELL	$226.3 - $267.93 $149,584 - $177,101	-661 Reduced 5.16%	12,144 $3.16 Million
Q4 2020 Feb 12, 2021	SELL	$187.77 - $230.69 $193,966 - $238,302	-1,033 Reduced 7.46%	12,805 $2.94 Million
Q3 2020 Nov 16, 2020	BUY	$174.43 - $196.49 $99,773 - $112,392	572 Added 4.31%	13,838 $2.56 Million
Q2 2020 Jul 09, 2020	SELL	$133.18 - $194.42 $219,747 - $320,793	-1,650 Reduced 11.06%	13,266 $2.36 Million
Q1 2020 May 04, 2020	BUY	$121.75 - $210.58 $550,918 - $952,874	4,525 Added 43.55%	14,916 $2.15 Million
Q4 2019 Feb 13, 2020	SELL	$185.78 - $206.16 $238,355 - $264,503	-1,283 Reduced 10.99%	10,391 $2.08 Million
Q3 2019 Nov 14, 2019	BUY	$183.17 - $198.52 $36,450 - $39,505	199 Added 1.73%	11,674 $2.32 Million
Q2 2019 Aug 13, 2019	SELL	$181.14 - $198.0 $44,198 - $48,312	-244 Reduced 2.08%	11,475 $2.16 Million
Q1 2019 May 15, 2019	SELL	$162.83 - $193.4 $27,192 - $32,297	-167 Reduced 1.41%	11,719 $2.22 Million
Q4 2018 Feb 14, 2019	SELL	$156.48 - $199.76 $956,092 - $1.22 Million	-6,110 Reduced 33.95%	11,886 $2.22 Million
Q3 2018 Nov 13, 2018	BUY	$194.86 - $204.98 $60,406 - $63,543	310 Added 1.75%	17,996 $3.43 Million
Q2 2018 Aug 22, 2018	BUY	$183.17 - $200.64 $170,897 - $187,197	933 Added 5.57%	17,686 $3.45 Million
Q1 2018 Jun 25, 2018	BUY	$179.89 - $199.21 $3.01 Million - $3.34 Million	16,753 New	16,753 $3.14 Million

Others Institutions Holding IJH

# of Institutions

2,493

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

More about IJH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.

Account

Mount Yale Investment Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History