Mount Yale Investment Advisors, LLC Ishares Russell 1000 Gr 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 Russell 1000 Gr ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 5,191 shares of IWF stock, worth $1.87 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,191
Previous 4,572 13.54%
Holding current value
$1.87 Million
Previous $1.72 Million 21.45%
% of portfolio
0.17%
Previous 0.17%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$370.24 - $418.94 $229,178 - $259,323
619 Added 13.54%
5,191 $2.08 Million
Q3 2024

Oct 23, 2024
SELL
$332.02 - $382.76 $3,320 - $3,827
-10 Reduced 0.22%
4,572 $1.72 Million
Q2 2024

Aug 13, 2024
SELL
$316.15 - $367.33 $287,064 - $333,535
-908 Reduced 16.54%
4,582 $1.67 Million
Q1 2024

May 15, 2024
SELL
$294.43 - $339.01 $306,796 - $353,248
-1,042 Reduced 15.95%
5,490 $1.85 Million
Q4 2023

Feb 12, 2024
BUY
$256.94 - $304.21 $534,178 - $632,452
2,079 Added 46.69%
6,532 $1.98 Million
Q3 2023

Oct 11, 2023
SELL
$263.8 - $285.38 $9,760 - $10,559
-37 Reduced 0.82%
4,453 $1.18 Million
Q2 2023

Aug 14, 2023
BUY
$239.31 - $275.18 $72,750 - $83,654
304 Added 7.26%
4,490 $1.24 Million
Q1 2023

May 11, 2023
SELL
$209.92 - $244.33 $6.2 Million - $7.22 Million
-29,541 Reduced 87.59%
4,186 $1.02 Million
Q4 2022

Feb 13, 2023
BUY
$207.03 - $232.89 $6.05 Million - $6.8 Million
29,205 Added 645.84%
33,727 $7.23 Million
Q3 2022

Nov 07, 2022
BUY
$210.4 - $257.47 $26,720 - $32,698
127 Added 2.89%
4,522 $952,000
Q1 2022

May 03, 2022
BUY
$246.62 - $307.78 $47,597 - $59,401
193 Added 4.59%
4,395 $1.22 Million
Q4 2021

Feb 02, 2022
BUY
$270.99 - $309.52 $15,717 - $17,952
58 Added 1.4%
4,202 $1.28 Million
Q3 2021

Nov 02, 2021
SELL
$272.07 - $292.68 $103,386 - $111,218
-380 Reduced 8.4%
4,144 $1.14 Million
Q2 2021

Aug 04, 2021
SELL
$244.58 - $272.16 $19,077 - $21,228
-78 Reduced 1.69%
4,524 $1.23 Million
Q4 2020

Feb 12, 2021
SELL
$209.58 - $241.25 $60,149 - $69,238
-287 Reduced 5.87%
4,602 $1.11 Million
Q2 2020

Jul 09, 2020
SELL
$144.16 - $193.61 $110,714 - $148,692
-768 Reduced 13.58%
4,889 $938,000
Q4 2019

Feb 13, 2020
SELL
$155.29 - $176.84 $77,800 - $88,596
-501 Reduced 8.14%
5,657 $1.02 Million
Q3 2019

Nov 14, 2019
SELL
$158.47 - $162.55 $324,071 - $332,414
-2,045 Reduced 24.93%
6,158 $1.03 Million
Q2 2019

Aug 13, 2019
BUY
N/A
252 Added 3.17%
8,203 $1.29 Million
Q4 2018

Feb 14, 2019
BUY
N/A
367 Added 4.84%
7,951 $1.14 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-1,507 Reduced 16.58%
7,584 $1.12 Million
Q2 2018

Aug 22, 2018
SELL
N/A
-292 Reduced 3.11%
9,091 $1.31 Million
Q1 2018

Jun 25, 2018
BUY
N/A
9,383 New
9,383 $1.28 Million

Others Institutions Holding IWF

# of Institutions
2,463
Shares Held
210M
Call Options Held
404K
Put Options Held
131K
View Full List

About ISHARES RUSSELL 1000 GR ETF

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