Mount Yale Investment Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Mount Yale Investment Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$32.46 - $35.52 $38,757 - $42,410	1,194 Added 14.78%	9,274 $329,000
Q1 2023 May 11, 2023	BUY	$32.27 - $37.51 $34,851 - $40,510	1,080 Added 15.43%	8,080 $274,000
Q4 2022 Feb 13, 2023	SELL	$31.03 - $35.26 $81,112 - $92,169	-2,614 Reduced 27.19%	7,000 $230,000
Q3 2022 Nov 07, 2022	BUY	$30.47 - $36.87 $292,938 - $354,468	9,614 New	9,614 $295,000
Q2 2022 Aug 02, 2022	SELL	$30.34 - $38.42 $289,625 - $366,757	-9,546 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$35.57 - $40.83 $110,729 - $127,103	3,113 Added 48.39%	9,546 $363,000
Q4 2021 Feb 02, 2022	BUY	$38.24 - $42.82 $245,997 - $275,461	6,433 New	6,433 $259,000

408

33.7M

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