Mount Yale Investment Advisors, LLC Ishares Msci Usa Quality Facto Transaction History

Mount Yale Investment Advisors, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 21,210 shares of QUAL stock, worth $4.12 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
21,210
Previous 35,323 39.95%
Holding current value
$4.12 Million
Previous $6.46 Million 36.12%
% of portfolio
0.3%
Previous 0.53%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$182.33 - $194.5 $2.57 Million - $2.74 Million
-14,113 Reduced 39.95%
21,210 $4.13 Million
Q2 2025

Aug 12, 2025
SELL
$152.42 - $182.82 $5,334 - $6,398
-35 Reduced 0.1%
35,323 $6.46 Million
Q1 2025

Apr 16, 2025
BUY
$168.16 - $186.21 $486,318 - $538,519
2,892 Added 8.91%
35,358 $6.04 Million
Q4 2024

Jan 22, 2025
SELL
$176.42 - $186.91 $867,104 - $918,662
-4,915 Reduced 13.15%
32,466 $5.78 Million
Q3 2024

Oct 23, 2024
SELL
$162.64 - $179.3 $378,625 - $417,410
-2,328 Reduced 5.86%
37,381 $6.7 Million
Q2 2024

Aug 13, 2024
SELL
$154.56 - $173.19 $62,596 - $70,141
-405 Reduced 1.01%
39,709 $6.78 Million
Q1 2024

May 15, 2024
SELL
$144.62 - $165.44 $215,194 - $246,174
-1,488 Reduced 3.58%
40,114 $6.59 Million
Q4 2023

Feb 12, 2024
BUY
$127.66 - $147.99 $350,171 - $405,936
2,743 Added 7.06%
41,602 $6.12 Million
Q3 2023

Oct 11, 2023
SELL
$130.77 - $139.97 $1.34 Million - $1.43 Million
-10,244 Reduced 20.86%
38,859 $5.12 Million
Q2 2023

Aug 14, 2023
BUY
$121.98 - $134.87 $321,539 - $355,517
2,636 Added 5.67%
49,103 $6.62 Million
Q1 2023

May 11, 2023
BUY
$113.23 - $126.2 $5.01 Million - $5.59 Million
44,285 Added 2029.56%
46,467 $5.77 Million
Q4 2022

Feb 13, 2023
SELL
$103.82 - $121.24 $62,084 - $72,501
-598 Reduced 21.51%
2,182 $248,000
Q3 2022

Nov 07, 2022
BUY
$103.94 - $126.48 $44,694 - $54,386
430 Added 18.3%
2,780 $289,000
Q2 2022

Aug 02, 2022
BUY
$108.57 - $135.98 $80,341 - $100,625
740 Added 45.96%
2,350 $263,000
Q1 2022

May 03, 2022
BUY
$123.55 - $145.17 $198,915 - $233,723
1,610 New
1,610 $217,000
Q1 2021

May 04, 2021
SELL
$112.92 - $122.16 $289,752 - $313,462
-2,566 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$100.86 - $116.21 $258,806 - $298,194
2,566 New
2,566 $298,000
Q2 2020

Jul 09, 2020
SELL
$77.66 - $101.43 $968,808 - $1.27 Million
-12,475 Closed
0 $0
Q1 2020

May 04, 2020
BUY
$69.28 - $105.06 $324,646 - $492,311
4,686 Added 60.16%
12,475 $1.01 Million
Q4 2019

Feb 13, 2020
BUY
$89.66 - $101.3 $462,107 - $522,100
5,154 Added 195.6%
7,789 $781,000
Q3 2019

Nov 14, 2019
BUY
$88.14 - $94.1 $232,248 - $247,953
2,635 New
2,635 $254,000

Others Institutions Holding QUAL

# of Institutions
1,703
Shares Held
225M
Call Options Held
22.4K
Put Options Held
17.4K
View Full List

About ISHARES MSCI USA QUALITY FACTO

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