Mount Yale Investment Advisors, LLC Ishares Tr Transaction History

Mount Yale Investment Advisors, LLC

  • $1.2 Billion
  • Q4 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 8,830 shares of IFRA stock, worth $412,979. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,830
Previous 11,189 21.08%
Holding current value
$412,979
Previous $525,000 22.29%
% of portfolio
0.03%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$45.94 - $51.71 $108,372 - $121,983
-2,359 Reduced 21.08%
8,830 $408,000
Q3 2024

Oct 23, 2024
SELL
$41.55 - $46.97 $5,401 - $6,106
-130 Reduced 1.15%
11,189 $525,000
Q2 2024

Aug 13, 2024
SELL
$41.22 - $44.87 $32,976 - $35,896
-800 Reduced 6.6%
11,319 $476,000
Q1 2024

May 15, 2024
SELL
$38.14 - $43.36 $108,012 - $122,795
-2,832 Reduced 18.94%
12,119 $525,000
Q4 2023

Feb 12, 2024
BUY
$34.58 - $40.63 $2,558 - $3,006
74 Added 0.5%
14,951 $602,000
Q3 2023

Oct 11, 2023
BUY
$36.59 - $40.45 $17,892 - $19,780
489 Added 3.4%
14,877 $544,000
Q2 2023

Aug 14, 2023
BUY
$35.99 - $39.08 $27,640 - $30,013
768 Added 5.64%
14,388 $562,000
Q1 2023

May 11, 2023
SELL
$35.21 - $39.8 $15,879 - $17,949
-451 Reduced 3.21%
13,620 $508,000
Q4 2022

Feb 13, 2023
BUY
$32.43 - $38.16 $16,831 - $19,805
519 Added 3.83%
14,071 $510,000
Q3 2022

Nov 07, 2022
SELL
$32.24 - $39.24 $97,397 - $118,544
-3,021 Reduced 18.23%
13,552 $437,000
Q2 2022

Aug 02, 2022
BUY
$32.87 - $39.92 $544,754 - $661,594
16,573 New
16,573 $564,000

Others Institutions Holding IFRA

# of Institutions
475
Shares Held
52.4M
Call Options Held
1K
Put Options Held
100
View Full List

About ISHARES TR

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