Mount Yale Investment Advisors, LLC Ishares Esg Advanced Msci Eafe Transaction History

Mount Yale Investment Advisors, LLC

  • $1.03 Billion
  • Q3 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 5,693 shares of DMXF stock, worth $391,166. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,693
Previous 5,018 13.45%
Holding current value
$391,166
Previous $338,000 21.3%
% of portfolio
0.04%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$64.83 - $72.82 $43,760 - $49,153
675 Added 13.45%
5,693 $410,000
Q2 2024

Aug 13, 2024
SELL
$64.36 - $70.16 $140,176 - $152,808
-2,178 Reduced 30.27%
5,018 $338,000
Q1 2024

May 15, 2024
BUY
$62.17 - $69.12 $19,086 - $21,219
307 Added 4.46%
7,196 $490,000
Q4 2023

Feb 12, 2024
BUY
$54.4 - $64.25 $9,628 - $11,372
177 Added 2.64%
6,889 $440,000
Q3 2023

Oct 11, 2023
BUY
$56.74 - $62.52 $27,575 - $30,384
486 Added 7.81%
6,712 $383,000
Q2 2023

Aug 14, 2023
BUY
$59.18 - $61.93 $40,597 - $42,483
686 Added 12.38%
6,226 $379,000
Q1 2023

May 11, 2023
SELL
$54.76 - $60.35 $57,224 - $63,065
-1,045 Reduced 15.87%
5,540 $330,000
Q4 2022

Feb 13, 2023
BUY
$45.93 - $56.24 $63,475 - $77,723
1,382 Added 26.56%
6,585 $357,000
Q3 2022

Nov 07, 2022
BUY
$46.24 - $56.04 $240,586 - $291,576
5,203 New
5,203 $242,000
Q2 2022

Aug 02, 2022
SELL
$50.93 - $62.33 $244,718 - $299,495
-4,805 Closed
0 $0
Q1 2022

May 03, 2022
BUY
$56.09 - $69.19 $269,512 - $332,457
4,805 New
4,805 $293,000

Others Institutions Holding DMXF

# of Institutions
210
Shares Held
8.58M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI EAFE

DMXF Quotes by TradingView
  • Ticker DMXF
  • Sector Technology
More about DMXF
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email