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

Mount Yale Investment Advisors, LLC

  • $1.03 Billion
  • Q3 2024

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 6,273 shares of ESGU stock, worth $815,364. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,273
Previous 11,636 46.09%
Holding current value
$815,364
Previous $1.39 Million 43.01%
% of portfolio
0.08%
Previous 0.11%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
807
Shares Held
94.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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