MOUNT YALE INVESTMENT ADVISORS, LLC – iShares MSCI USA Min Vol Factor ETF Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
$1.60M
portfolio value
MOUNT YALE INVESTMENT ADVISORS, LLC quarter portfolio value change:
-5.85%
quarter
iShares MSCI USA Min Vol Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +25.17% | 4.89K shares | 244K | $66.1 | 24.32K |
| Q2 2022 | share | Increase | +8.85% | 1.58K shares | -21K | $70.21 | 19.43K |
| Q1 2022 | share | Decrease | -8.29% | -1.61K shares | -190K | $77.57 | 17.85K |
| Q4 2021 | share | Increase | +92.68% | 9.36K shares | 833K | $81 | 19.46K |
| Q3 2021 | share | Increase | +4.86% | 468 shares | 33K | $73.5 | 10.10K |
| Q2 2021 | share | Decrease | -38.97% | -6.15K shares | -383K | $73.33 | 9.63K |
| Q1 2021 | share | Decrease | -17.46% | -3.33K shares | -206K | $68.73 | 15.78K |
| Q4 2020 | share | Increase | +30.04% | 4.41K shares | 361K | $67.16 | 19.12K |
| Q3 2020 | share | Decrease | -6.21% | -974 shares | -14K | $62.77 | 14.70K |
| Q2 2020 | share | Decrease | -29.39% | -6.52K shares | -248K | $59.41 | 15.67K |
| Q1 2020 | share | Increase | +5.75% | 1.20K shares | -211K | $52.66 | 22.20K |
| Q4 2019 | share | Increase | +45.85% | 6.60K shares | 497K | $63.58 | 20.99K |
| Q3 2019 | share | Increase | +69.68% | 5.91K shares | 384K | $61.76 | 14.39K |
| Q2 2019 | share | Increase | +0.56% | 47 shares | 33K | $59.21 | 8.48K |
| Q1 2019 | share | 0.00% | 0 shares | 23K | $56.1 | 8.43K | |
| Q4 2018 | share | 0.00% | 0 shares | -4K | $49.79 | 8.43K | |
| Q3 2018 | share | 0.00% | 0 shares | 28K | $53.86 | 8.43K | |
| Q2 2018 | share | 0.00% | 0 shares | 11K | $49.98 | 8.43K | |
| Q1 2018 | share | Increase | 0.00% | 8.43K shares | 438K | $48.55 | 8.43K |