MOUNT YALE INVESTMENT ADVISORS, LLC – iShares Core S&P Mid-Cap ETF Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
$3.16M
portfolio value
MOUNT YALE INVESTMENT ADVISORS, LLC quarter portfolio value change:
-3.08%
quarter
iShares Core S&P Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.37% | 735 shares | 66K | $219.26 | 14.42K |
| Q2 2022 | share | Increase | +11.22% | 1.38K shares | -206K | $226.23 | 13.68K |
| Q1 2022 | share | Decrease | -3.06% | -388 shares | -291K | $268.34 | 12.30K |
| Q4 2021 | share | Decrease | -8.89% | -1.23K shares | -72K | $282.78 | 12.69K |
| Q3 2021 | share | Increase | +15.02% | 1.81K shares | 410K | $263.07 | 13.93K |
| Q2 2021 | share | Decrease | -0.26% | -32 shares | 94K | $267.76 | 12.11K |
| Q1 2021 | share | Decrease | -5.16% | -661 shares | 218K | $258.63 | 12.14K |
| Q4 2020 | share | Decrease | -7.46% | -1.03K shares | 379K | $227.78 | 12.80K |
| Q3 2020 | share | Increase | +4.31% | 572 shares | 205K | $183.12 | 13.83K |
| Q2 2020 | share | Decrease | -11.06% | -1.65K shares | 213K | $174.9 | 13.26K |
| Q1 2020 | share | Increase | +43.55% | 4.52K shares | 63K | $140.98 | 14.91K |
| Q4 2019 | share | Decrease | -10.99% | -1.28K shares | -240K | $200.54 | 10.39K |
| Q3 2019 | share | Increase | +1.73% | 199 shares | 159K | $187.44 | 11.67K |
| Q2 2019 | share | Decrease | -2.08% | -244 shares | -56K | $187.6 | 11.47K |
| Q1 2019 | share | Decrease | -1.41% | -167 shares | 5K | $182.06 | 11.71K |
| Q4 2018 | share | Decrease | -33.95% | -6.11K shares | -1.21M | $159.03 | 11.88K |
| Q3 2018 | share | Increase | +1.75% | 310 shares | -14K | $192.24 | 17.99K |
| Q2 2018 | share | Increase | +5.57% | 933 shares | 303K | $185.25 | 17.68K |
| Q1 2018 | share | Increase | 0.00% | 16.75K shares | 3.14M | $177.62 | 16.75K |