Mount Yale Investment Advisors, LLC Ishares Tr Esg Aware Usd Corpo 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 Esg Aware Usd Corpo stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 13,097 shares of SUSC stock, worth $297,039. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,097
Previous 14,269 8.21%
Holding current value
$297,039
Previous $324,000 4.01%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 23, 2024
SELL
$22.51 - $23.92 $26,381 - $28,034
-1,172 Reduced 8.21%
13,097 $311,000
Q2 2024

Aug 13, 2024
BUY
$22.25 - $22.94 $7,542 - $7,776
339 Added 2.43%
14,269 $324,000
Q1 2024

May 15, 2024
BUY
$22.66 - $23.29 $58,757 - $60,390
2,593 Added 22.87%
13,930 $320,000
Q4 2023

Feb 12, 2024
BUY
$21.11 - $23.38 $15,410 - $17,067
730 Added 6.88%
11,337 $263,000
Q3 2023

Oct 11, 2023
SELL
$21.72 - $22.83 $5,973 - $6,278
-275 Reduced 2.53%
10,607 $230,000
Q2 2023

Aug 14, 2023
BUY
$22.41 - $23.18 $243,865 - $252,244
10,882 New
10,882 $247,000

Others Institutions Holding SUSC

# of Institutions
257
Shares Held
39.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG AWARE USD CORPO

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