Mount Yale Investment Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Mount Yale Investment Advisors, LLC

$1.03 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 11, 2023	SELL	$68.87 - $74.82 $142,905 - $155,251	-2,075 Reduced 37.01%	3,531 $244,000
Q2 2023 Aug 14, 2023	BUY	$70.97 - $74.19 $43,504 - $45,478	613 Added 12.28%	5,606 $408,000
Q1 2023 May 11, 2023	BUY	$66.27 - $72.39 $23,194 - $25,336	350 Added 7.54%	4,993 $358,000
Q4 2022 Feb 13, 2023	BUY	$55.83 - $67.96 $52,647 - $64,086	943 Added 25.49%	4,643 $305,000
Q3 2022 Nov 07, 2022	BUY	$55.75 - $67.2 $206,275 - $248,640	3,700 New	3,700 $208,000
Q2 2022 Aug 02, 2022	SELL	$61.64 - $74.67 $182,207 - $220,724	-2,956 Closed	0 $0
Q1 2022 May 03, 2022	SELL	$67.21 - $80.45 $45,770 - $54,786	-681 Reduced 18.72%	2,956 $218,000
Q4 2021 Feb 02, 2022	BUY	$76.64 - $82.32 $278,739 - $299,397	3,637 New	3,637 $289,000

Others Institutions Holding ESGD

# of Institutions

635

Shares Held

93.2M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

9.48M
Shares

$726 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$481 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

5.87M
Shares

$449 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.69M
Shares

$436 Million
1.62% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$382 Million
0.03% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

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