Mount Yale Investment Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Mount Yale Investment Advisors, LLC

  • $1.28 Billion
  • Q1 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 13,930 shares of SUSC stock, worth $315,235. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,930
Previous 11,337 22.87%
Holding current value
$315,235
Previous $263,000 21.67%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
241
Shares Held
36.8M
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
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