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

Mount Yale Investment Advisors, LLC

$1.2 Billion
Q4 2024

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

230

Shares Held

10.3M

Call Options Held

0

Put Options Held

0

About ISHARES ESG ADVANCED MSCI EAFE

Ticker DMXF
Sector Technology

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