Mount Yale Investment Advisors, LLC Ishares Tr Transaction History

Mount Yale Investment Advisors, LLC

$1.03 Billion
Q3 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 11,189 shares of IFRA stock, worth $517,155. This represents 0.05% of its overall portfolio holdings.

Number of Shares

11,189

Previous 11,319 1.15%

Holding current value

$517,155

Previous $476,000 10.29%

% of portfolio

0.05%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

449

Shares Held

44.3M

Call Options Held

25.2K

Put Options Held

200

View Full List

About ISHARES TR

Ticker IFRA
Sector ETFs
Industry ETFs

More about IFRA

Track This Portfolio

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.

Account

Mount Yale Investment Advisors, LLC Ishares Tr Transaction History