Mount Yale Investment Advisors, LLC Ishares Tr Transaction History

Mount Yale Investment Advisors, LLC

$1.2 Billion
Q4 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 6,373 shares of EMB stock, worth $576,055. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,373

Previous 6,772 5.89%

Holding current value

$576,055

Previous $633,000 10.43%

% of portfolio

0.05%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$88.94 - $93.46 $35,487 - $37,290	-399 Reduced 5.89%	6,373 $567,000
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

964

Shares Held

142M

Call Options Held

4.61M

Put Options Held

10.6M

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About ISHARES TR

Ticker EMB
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Mount Yale Investment Advisors, LLC Ishares Tr Transaction History