Mount Yale Investment Advisors, LLC Ishares Tr Transaction History

Mount Yale Investment Advisors, LLC

  • $1.03 Billion
  • Q3 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 6,772 shares of EMB stock, worth $606,500. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,772
Previous 6,551 3.37%
Holding current value
$606,500
Previous $579,000 9.33%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 23, 2024
BUY
$87.75 - $93.74 $19,392 - $20,716
221 Added 3.37%
6,772 $633,000
Q2 2024

Aug 13, 2024
SELL
$86.66 - $89.88 $21,318 - $22,110
-246 Reduced 3.62%
6,551 $579,000
Q1 2024

May 15, 2024
BUY
$86.49 - $90.08 $141,497 - $147,370
1,636 Added 31.7%
6,797 $609,000
Q4 2023

Feb 12, 2024
BUY
$79.71 - $89.68 $128,412 - $144,474
1,611 Added 45.38%
5,161 $459,000
Q3 2023

Oct 11, 2023
BUY
$82.42 - $87.68 $2,555 - $2,718
31 Added 0.88%
3,550 $292,000
Q2 2023

Aug 14, 2023
BUY
$83.9 - $86.54 $37,419 - $38,596
446 Added 14.51%
3,519 $304,000
Q1 2023

May 11, 2023
BUY
$83.99 - $89.55 $258,101 - $275,187
3,073 New
3,073 $265,000

Others Institutions Holding EMB

# of Institutions
925
Shares Held
146M
Call Options Held
4.01M
Put Options Held
10.6M
View Full List

About ISHARES TR

EMB Quotes by TradingView
  • Ticker EMB
  • Sector ETFs
  • Industry ETFs
More about EMB
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