Mount Yale Investment Advisors, LLC Ishares Msci Usa Value Factor 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 Value Factor stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 18,912 shares of VLUE stock, worth $2.47 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
18,912
Previous 3,673 414.89%
Holding current value
$2.47 Million
Previous $415,000 469.64%
% of portfolio
0.17%
Previous 0.03%

Shares

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

Nov 14, 2025
BUY
$111.55 - $125.05 $1.7 Million - $1.91 Million
15,239 Added 414.89%
18,912 $2.36 Million
Q2 2025

Aug 12, 2025
BUY
$93.5 - $113.21 $343,425 - $415,820
3,673 New
3,673 $415,000
Q2 2022

Aug 02, 2022
SELL
$88.4 - $105.81 $697,210 - $834,523
-7,887 Closed
0 $0
Q1 2022

May 03, 2022
SELL
$100.54 - $114.92 $600,424 - $686,302
-5,972 Reduced 43.09%
7,887 $825,000
Q4 2021

Feb 02, 2022
SELL
$101.38 - $109.77 $457,730 - $495,611
-4,515 Reduced 24.57%
13,859 $1.52 Million
Q3 2021

Nov 02, 2021
BUY
$100.55 - $106.33 $237,096 - $250,726
2,358 Added 14.72%
18,374 $1.85 Million
Q2 2021

Aug 04, 2021
BUY
$102.28 - $108.72 $3,886 - $4,131
38 Added 0.24%
16,016 $1.68 Million
Q1 2021

May 04, 2021
BUY
$86.14 - $104.49 $3,790 - $4,597
44 Added 0.28%
15,978 $1.64 Million
Q4 2020

Feb 12, 2021
BUY
$71.94 - $88.81 $158,124 - $195,204
2,198 Added 16.0%
15,934 $1.39 Million
Q3 2020

Nov 16, 2020
BUY
$70.37 - $77.32 $68,821 - $75,618
978 Added 7.67%
13,736 $1.01 Million
Q2 2020

Jul 09, 2020
BUY
$59.26 - $80.55 $756,039 - $1.03 Million
12,758 New
12,758 $922,000

Others Institutions Holding VLUE

# of Institutions
497
Shares Held
50.3M
Call Options Held
100
Put Options Held
0
View Full List

About ISHARES MSCI USA VALUE FACTOR

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