Mount Yale Investment Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Mount Yale Investment Advisors, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$114.9 - $139.6 $559,677 - $679,991	-4,871 Reduced 66.99%	2,400 $282,000
Q4 2024 Jan 22, 2025	BUY	$116.4 - $138.52 $566,984 - $674,730	4,871 Added 202.96%	7,271 $921,000
Q1 2024 May 15, 2024	SELL	$100.66 - $114.14 $335,197 - $380,086	-3,330 Reduced 58.12%	2,400 $273,000
Q4 2023 Feb 12, 2024	BUY	$85.66 - $105.12 $285,247 - $350,049	3,330 Added 138.75%	5,730 $598,000
Q1 2023 May 11, 2023	SELL	$82.89 - $94.68 $680,444 - $777,228	-8,209 Reduced 77.38%	2,400 $218,000

Q4 2022 Feb 13, 2023	BUY	$77.4 - $89.88 $821,136 - $953,536	10,609 New	10,609 $886,000
Q2 2022 Aug 02, 2022	SELL	$75.41 - $102.47 $173,065 - $235,168	-2,295 Closed	0 $0
Q1 2022 May 03, 2022	SELL	$89.52 - $114.03 $234,363 - $298,530	-2,618 Reduced 53.29%	2,295 $231,000
Q4 2021 Feb 02, 2022	BUY	$109.8 - $123.28 $539,447 - $605,674	4,913 New	4,913 $566,000

1,344

128M

167K

267K

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