Mount Yale Investment Advisors, LLC Ishares Tr Global Energy ETF 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 Global Energy ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 9,851 shares of IXC stock, worth $413,446. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,851
Previous 9,016 9.26%
Holding current value
$413,446
Previous $374,000 6.42%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$38.94 - $42.35 $32,514 - $35,362
835 Added 9.26%
9,851 $398,000
Q2 2024

Aug 13, 2024
SELL
$39.86 - $44.76 $456,636 - $512,770
-11,456 Reduced 55.96%
9,016 $374,000
Q1 2024

May 15, 2024
BUY
$37.37 - $42.95 $74,553 - $85,685
1,995 Added 10.8%
20,472 $879,000
Q4 2023

Feb 12, 2024
BUY
$38.15 - $42.12 $704,897 - $778,251
18,477 New
18,477 $722,000

Others Institutions Holding IXC

# of Institutions
401
Shares Held
30M
Call Options Held
47.6K
Put Options Held
300
View Full List

About ISHARES TR GLOBAL ENERGY ETF

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