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

Mount Yale Investment Advisors, LLC

$1.11 Billion
Q1 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 6,521 shares of ESGU stock, worth $879,943. This represents 0.07% of its overall portfolio holdings.

Number of Shares

6,521

Previous 6,519 0.03%

Holding current value

$879,943

Previous $839,000 5.36%

% of portfolio

0.07%

Previous 0.07%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$120.24 - $134.3 $240 - $268	2 Added 0.03%	6,521 $794,000
Q4 2024 Jan 22, 2025	BUY	$124.61 - $133.96 $30,654 - $32,954	246 Added 3.92%	6,519 $839,000
Q3 2024 Oct 23, 2024	SELL	$113.45 - $126.18 $608,432 - $676,703	-5,363 Reduced 46.09%	6,273 $791,000
Q2 2024 Aug 13, 2024	SELL	$108.69 - $119.84 $91,734 - $101,144	-844 Reduced 6.76%	11,636 $1.39 Million
Q1 2024 May 15, 2024	SELL	$102.91 - $114.96 $2.31 Million - $2.58 Million	-22,450 Reduced 64.27%	12,480 $1.43 Million
Q4 2023 Feb 12, 2024	BUY	$89.99 - $105.25 $64,522 - $75,464	717 Added 2.1%	34,930 $3.66 Million
Q3 2023 Oct 11, 2023	SELL	$93.48 - $100.86 $840,665 - $907,033	-8,993 Reduced 20.81%	34,213 $3.21 Million
Q2 2023 Aug 14, 2023	BUY	$88.97 - $97.46 $64,592 - $70,755	726 Added 1.71%	43,206 $4.21 Million
Q1 2023 May 11, 2023	SELL	$84.05 - $92.64 $3.05 Million - $3.37 Million	-36,339 Reduced 46.1%	42,480 $3.84 Million
Q4 2022 Feb 13, 2023	SELL	$79.22 - $90.53 $1.48 Million - $1.69 Million	-18,681 Reduced 19.16%	78,819 $6.68 Million
Q3 2022 Nov 07, 2022	BUY	$79.41 - $95.97 $645,603 - $780,236	8,130 Added 9.1%	97,500 $7.74 Million
Q2 2022 Aug 02, 2022	SELL	$81.27 - $102.58 $90,047 - $113,658	-1,108 Reduced 1.22%	89,370 $7.5 Million
Q1 2022 May 03, 2022	BUY	$93.13 - $108.44 $946,107 - $1.1 Million	10,159 Added 12.65%	90,478 $9.17 Million
Q4 2021 Feb 02, 2022	BUY	$98.21 - $108.46 $77,782 - $85,900	792 Added 1.0%	80,319 $8.67 Million
Q3 2021 Nov 02, 2021	BUY	$97.63 - $104.12 $1.81 Million - $1.93 Million	18,503 Added 30.32%	79,527 $7.83 Million
Q2 2021 Aug 04, 2021	SELL	$91.95 - $98.47 $69,422 - $74,344	-755 Reduced 1.22%	61,024 $6.01 Million
Q1 2021 May 04, 2021	SELL	$84.89 - $91.26 $50,764 - $54,573	-598 Reduced 0.96%	61,779 $5.61 Million
Q4 2020 Feb 12, 2021	BUY	$74.43 - $86.03 $1.4 Million - $1.62 Million	18,773 Added 43.05%	62,377 $5.37 Million
Q3 2020 Nov 16, 2020	BUY	$70.41 - $81.56 $89,139 - $103,254	1,266 Added 2.99%	43,604 $3.32 Million
Q2 2020 Jul 09, 2020	BUY	$55.08 - $72.67 $1.27 Million - $1.68 Million	23,126 Added 120.37%	42,338 $2.96 Million
Q1 2020 May 04, 2020	BUY	$49.98 - $75.58 $467,312 - $706,673	9,350 Added 94.81%	19,212 $1.1 Million
Q4 2019 Feb 13, 2020	BUY	$63.45 - $71.63 $625,743 - $706,415	9,862 New	9,862 $708,000

Others Institutions Holding ESGU

# of Institutions

848

Shares Held

95.5M

Call Options Held

Put Options Held

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