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

Mount Yale Investment Advisors, LLC

  • $1.11 Billion
  • Q1 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 8,945 shares of USMV stock, worth $805,407. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,945
Previous 10,345 13.53%
Holding current value
$805,407
Previous $918,000 8.82%
% of portfolio
0.08%
Previous 0.08%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$87.68 - $94.52 $122,752 - $132,328
-1,400 Reduced 13.53%
8,945 $837,000
Q4 2024

Jan 22, 2025
BUY
$88.59 - $94.57 $35,436 - $37,828
400 Added 4.02%
10,345 $918,000
Q3 2024

Oct 23, 2024
SELL
$83.76 - $91.82 $747,641 - $819,585
-8,926 Reduced 47.3%
9,945 $908,000
Q2 2024

Aug 13, 2024
BUY
$79.92 - $84.63 $125,074 - $132,445
1,565 Added 9.04%
18,871 $1.58 Million
Q1 2024

May 15, 2024
SELL
$77.86 - $83.58 $688,126 - $738,680
-8,838 Reduced 33.81%
17,306 $1.45 Million
Q4 2023

Feb 12, 2024
SELL
$70.56 - $78.63 $389,279 - $433,801
-5,517 Reduced 17.43%
26,144 $2.04 Million
Q3 2023

Oct 11, 2023
SELL
$72.38 - $76.06 $294,007 - $308,955
-4,062 Reduced 11.37%
31,661 $2.29 Million
Q2 2023

Aug 14, 2023
BUY
$71.44 - $74.33 $386,776 - $402,422
5,414 Added 17.86%
35,723 $2.66 Million
Q1 2023

May 11, 2023
BUY
$69.12 - $73.78 $426,816 - $455,591
6,175 Added 25.59%
30,309 $2.2 Million
Q4 2022

Feb 13, 2023
SELL
$65.75 - $75.5 $12,295 - $14,118
-187 Reduced 0.77%
24,134 $1.74 Million
Q3 2022

Nov 07, 2022
BUY
$66.1 - $76.63 $323,229 - $374,720
4,890 Added 25.17%
24,321 $1.61 Million
Q2 2022

Aug 02, 2022
BUY
$66.73 - $79.1 $105,433 - $124,977
1,580 Added 8.85%
19,431 $1.36 Million
Q1 2022

May 03, 2022
SELL
$71.88 - $80.4 $116,014 - $129,765
-1,614 Reduced 8.29%
17,851 $1.39 Million
Q4 2021

Feb 02, 2022
BUY
$73.28 - $81.04 $686,120 - $758,777
9,363 Added 92.68%
19,465 $1.58 Million
Q3 2021

Nov 02, 2021
BUY
$73.5 - $78.28 $34,398 - $36,635
468 Added 4.86%
10,102 $742,000
Q2 2021

Aug 04, 2021
SELL
$69.72 - $73.7 $428,847 - $453,328
-6,151 Reduced 38.97%
9,634 $709,000
Q1 2021

May 04, 2021
SELL
$65.18 - $69.88 $217,570 - $233,259
-3,338 Reduced 17.46%
15,785 $1.09 Million
Q4 2020

Feb 12, 2021
BUY
$61.66 - $67.88 $272,413 - $299,893
4,418 Added 30.04%
19,123 $1.3 Million
Q3 2020

Nov 16, 2020
SELL
$60.74 - $66.36 $59,160 - $64,634
-974 Reduced 6.21%
14,705 $937,000
Q2 2020

Jul 09, 2020
SELL
$51.94 - $64.01 $339,012 - $417,793
-6,527 Reduced 29.39%
15,679 $951,000
Q1 2020

May 04, 2020
BUY
$46.61 - $69.67 $56,304 - $84,161
1,208 Added 5.75%
22,206 $1.2 Million
Q4 2019

Feb 13, 2020
BUY
$62.68 - $65.67 $413,750 - $433,487
6,601 Added 45.85%
20,998 $1.41 Million
Q3 2019

Nov 14, 2019
BUY
$61.12 - $64.69 $361,341 - $382,447
5,912 Added 69.68%
14,397 $913,000
Q2 2019

Aug 13, 2019
BUY
$58.77 - $62.47 $2,762 - $2,936
47 Added 0.56%
8,485 $529,000
Q1 2018

Jun 25, 2018
BUY
$50.24 - $55.31 $423,925 - $466,705
8,438 New
8,438 $438,000

Others Institutions Holding USMV

# of Institutions
1,396
Shares Held
203M
Call Options Held
8.5K
Put Options Held
33.9K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
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More about USMV
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