Mount Yale Investment Advisors, LLC Black Rock Inc. Transaction History

Mount Yale Investment Advisors, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	SELL	$598.08 - $819.0 $300,236 - $411,138	-502 Reduced 28.46%	1,262 $1.02 Million
Q3 2023 Oct 11, 2023	SELL	$643.39 - $756.58 $17,371 - $20,427	-27 Reduced 1.51%	1,764 $1.14 Million
Q2 2023 Aug 14, 2023	BUY	$629.18 - $711.19 $8,808 - $9,956	14 Added 0.79%	1,791 $1.24 Million
Q1 2023 May 11, 2023	SELL	$625.77 - $770.73 $8,760 - $10,790	-14 Reduced 0.78%	1,777 $1.19 Million
Q4 2022 Feb 13, 2023	BUY	$530.32 - $774.75 $31,288 - $45,710	59 Added 3.41%	1,791 $1.27 Million
Q3 2022 Nov 07, 2022	SELL	$550.28 - $757.07 $1,100 - $1,514	-2 Reduced 0.12%	1,732 $953,000
Q2 2022 Aug 02, 2022	BUY	$582.26 - $782.23 $815,164 - $1.1 Million	1,400 Added 419.16%	1,734 $1.06 Million
Q1 2022 May 03, 2022	BUY	$662.87 - $917.22 $13,920 - $19,261	21 Added 6.71%	334 $255,000
Q4 2021 Feb 02, 2022	BUY	$825.56 - $971.49 $14,860 - $17,486	18 Added 6.1%	313 $287,000
Q3 2021 Nov 02, 2021	BUY	$838.66 - $954.94 $247,404 - $281,707	295 New	295 $247,000
Q2 2018 Aug 22, 2018	SELL	$499.04 - $551.86 $29,443 - $32,559	-59 Closed	0 $0
Q1 2018 Jun 25, 2018	BUY	$508.97 - $593.26 $30,029 - $35,002	59 New	59 $32,000

1,854

111M

1.15M

1.37M

Ticker BLK
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 150,768,992
Market Cap $159B
Description
BlackRock, Inc. is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, third-party mutual funds, endowments, public institutions, governments, foundations, charities, sovereign we...

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