MOUNT YALE INVESTMENT ADVISORS, LLC – iShares Core S&P Total U.S. Stock Market ETF Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
$3.23M
portfolio value
MOUNT YALE INVESTMENT ADVISORS, LLC quarter portfolio value change:
-5.06%
quarter
iShares Core S&P Total U.S. Stock Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +13.82% | 4.94K shares | 241K | $79.54 | 40.71K |
| Q2 2022 | share | Increase | +13.15% | 4.15K shares | -194K | $83.78 | 35.77K |
| Q1 2022 | share | Increase | +652.92% | 27.41K shares | 2.74M | $100.94 | 31.61K |
| Q4 2021 | share | Increase | +21.92% | 755 shares | 110K | $107.29 | 4.19K |
| Q3 2021 | share | Decrease | -17.43% | -727 shares | -73K | $98.38 | 3.44K |
| Q2 2021 | share | Decrease | -15.10% | -742 shares | -38K | $98.41 | 4.17K |
| Q1 2021 | share | Decrease | -1.96% | -98 shares | 18K | $91.05 | 4.91K |
| Q4 2020 | share | Increase | 0.00% | 5.01K shares | 432K | $85.42 | 5.01K |
| Q2 2020 | share | Decrease | -100.00% | -21.00K shares | -1.20M | $68.2 | 0 |
| Q1 2020 | share | Increase | +63.42% | 8.15K shares | 269K | $55.97 | 21.00K |
| Q4 2019 | share | Increase | +51.84% | 4.38K shares | 342K | $70.77 | 12.85K |
| Q3 2019 | share | Increase | +70.07% | 3.48K shares | 265K | $64.89 | 8.46K |
| Q2 2019 | share | Increase | +3.47% | 167 shares | 16K | $64.16 | 4.97K |
| Q1 2019 | share | Increase | +18.53% | 752 shares | 59K | $61.67 | 4.81K |
| Q4 2018 | share | Increase | +98.10% | 2.01K shares | 120K | $54.16 | 4.05K |
| Q3 2018 | share | 0.00% | 0 shares | 3K | $63.12 | 2.04K | |
| Q2 2018 | share | Increase | +73.94% | 871 shares | 57K | $58.96 | 2.04K |
| Q1 2018 | share | Increase | 0.00% | 1.17K shares | 71K | $56.79 | 1.17K |