MOUNT YALE INVESTMENT ADVISORS, LLC – iShares Russell 1000 Growth ETF Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
$952,000
portfolio value
MOUNT YALE INVESTMENT ADVISORS, LLC quarter portfolio value change:
-3.80%
quarter
iShares Russell 1000 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.89% | 127 shares | -9K | $210.4 | 4.52K |
| Q2 2022 | share | 0.00% | 0 shares | -259K | $218.7 | 4.39K | |
| Q1 2022 | share | Increase | +4.59% | 193 shares | -64K | $277.63 | 4.39K |
| Q4 2021 | share | Increase | +1.40% | 58 shares | 148K | $307.14 | 4.20K |
| Q3 2021 | share | Decrease | -8.40% | -380 shares | -92K | $274.04 | 4.14K |
| Q2 2021 | share | Decrease | -1.69% | -78 shares | 110K | $271.05 | 4.52K |
| Q1 2021 | share | 0.00% | 0 shares | 8K | $242.37 | 4.60K | |
| Q4 2020 | share | Decrease | -5.87% | -287 shares | 50K | $240.12 | 4.60K |
| Q3 2020 | share | 0.00% | 0 shares | 122K | $215.63 | 4.88K | |
| Q2 2020 | share | Decrease | -13.58% | -768 shares | 86K | $190.43 | 4.88K |
| Q1 2020 | share | 0.00% | 0 shares | -166K | $149.17 | 5.65K | |
| Q4 2019 | share | Decrease | -8.14% | -501 shares | -11K | $173.68 | 5.65K |
| Q3 2019 | share | Decrease | -24.93% | -2.04K shares | -256K | $157.19 | 6.15K |
| Q2 2019 | share | Increase | +3.17% | 252 shares | 82K | $154.52 | 8.20K |
| Q1 2019 | share | 0.00% | 0 shares | 62K | $148.23 | 7.95K | |
| Q4 2018 | share | Increase | +4.84% | 367 shares | 23K | $127.84 | 7.95K |
| Q3 2018 | share | Decrease | -16.58% | -1.50K shares | -189K | $151.86 | 7.58K |
| Q2 2018 | share | Decrease | -3.11% | -292 shares | 30K | $139.2 | 9.09K |
| Q1 2018 | share | Increase | 0.00% | 9.38K shares | 1.27M | $131.73 | 9.38K |