A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 6,316 shares of ESGE stock, worth $218,407. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,316
Previous 7,168 11.89%
Holding current value
$218,407
Previous $240,000 4.58%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 23, 2024

SELL
$32.04 - $37.11 $27,298 - $31,617
-852 Reduced 11.89%
6,316 $229,000
Q2 2024

Aug 13, 2024

SELL
$31.14 - $34.36 $7,317 - $8,074
-235 Reduced 3.17%
7,168 $240,000
Q1 2024

May 15, 2024

BUY
$29.99 - $32.59 $222,015 - $241,263
7,403 New
7,403 $238,000
Q3 2023

Oct 11, 2023

SELL
$30.17 - $33.62 $70,899 - $79,007
-2,350 Reduced 19.73%
9,559 $289,000
Q2 2023

Aug 14, 2023

BUY
$30.3 - $32.81 $6,150 - $6,660
203 Added 1.73%
11,909 $376,000
Q1 2023

May 11, 2023

BUY
$29.58 - $33.94 $346,263 - $397,301
11,706 New
11,706 $368,000
Q3 2022

Nov 07, 2022

BUY
$27.67 - $32.89 $146,125 - $173,692
5,281 Added 23.14%
28,100 $778,000
Q2 2022

Aug 02, 2022

SELL
$31.92 - $38.05 $783,189 - $933,594
-24,536 Reduced 51.81%
22,819 $737,000
Q1 2022

May 03, 2022

BUY
$33.66 - $41.37 $515,469 - $633,540
15,314 Added 47.8%
47,355 $1.74 Million
Q4 2021

Feb 02, 2022

SELL
$38.5 - $43.37 $256,641 - $289,104
-6,666 Reduced 17.22%
32,041 $1.27 Million
Q3 2021

Nov 02, 2021

SELL
$40.74 - $44.79 $505,257 - $555,485
-12,402 Reduced 24.27%
38,707 $1.6 Million
Q2 2021

Aug 04, 2021

BUY
$42.32 - $45.78 $20,313 - $21,974
480 Added 0.95%
51,109 $2.31 Million
Q1 2021

May 04, 2021

SELL
$41.83 - $47.19 $355,596 - $401,162
-8,501 Reduced 14.38%
50,629 $2.19 Million
Q4 2020

Feb 12, 2021

BUY
$35.59 - $41.99 $634,284 - $748,345
17,822 Added 43.14%
59,130 $2.48 Million
Q3 2020

Nov 16, 2020

BUY
$32.5 - $36.82 $26,422 - $29,934
813 Added 2.01%
41,308 $1.47 Million
Q2 2020

Jul 09, 2020

BUY
$26.29 - $32.85 $445,983 - $557,267
16,964 Added 72.09%
40,495 $1.3 Million
Q1 2020

May 04, 2020

BUY
$24.66 - $37.05 $263,492 - $395,879
10,685 Added 83.18%
23,531 $644,000
Q4 2019

Feb 13, 2020

BUY
$32.11 - $35.96 $412,485 - $461,942
12,846 New
12,846 $436,000

Others Institutions Holding ESGE

About ISHARES, INC. ISHARES ESG AWAR


  • Ticker ESGE
  • Sector ETFs
  • Industry ETFs
More about ESGE
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