Mount Yale Investment Advisors, LLC Ishares Esg Advanced Msci Usa Transaction History

Mount Yale Investment Advisors, LLC

  • $1.28 Billion
  • Q1 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 19,214 shares of USXF stock, worth $903,826. This represents 0.07% of its overall portfolio holdings.

Number of Shares
19,214
Previous 19,136 0.41%
Holding current value
$903,826
Previous $761,000 13.93%
% of portfolio
0.07%
Previous 0.07%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$38.81 - $45.23 $3,027 - $3,527
78 Added 0.41%
19,214 $867,000
Q4 2023

Feb 12, 2024
SELL
$33.24 - $39.9 $5,019 - $6,024
-151 Reduced 0.78%
19,136 $761,000
Q3 2023

Oct 11, 2023
BUY
$34.33 - $37.33 $2,712 - $2,949
79 Added 0.41%
19,287 $668,000
Q2 2023

Aug 14, 2023
BUY
$32.33 - $35.95 $73,421 - $81,642
2,271 Added 13.41%
19,208 $690,000
Q1 2023

May 11, 2023
BUY
$30.39 - $33.7 $132,561 - $146,999
4,362 Added 34.69%
16,937 $560,000
Q4 2022

Feb 13, 2023
SELL
$28.92 - $32.46 $74,353 - $83,454
-2,571 Reduced 16.97%
12,575 $385,000
Q3 2022

Nov 07, 2022
BUY
$28.72 - $34.07 $213,332 - $253,071
7,428 Added 96.24%
15,146 $424,000
Q2 2022

Aug 02, 2022
SELL
$28.63 - $36.15 $280,373 - $354,016
-9,793 Reduced 55.92%
7,718 $231,000
Q1 2022

May 03, 2022
BUY
$32.88 - $39.25 $233,743 - $279,028
7,109 Added 68.34%
17,511 $625,000
Q4 2021

Feb 02, 2022
BUY
$35.87 - $39.84 $373,119 - $414,415
10,402 New
10,402 $410,000

Others Institutions Holding USXF

# of Institutions
206
Shares Held
17.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI USA

USXF Quotes by TradingView
  • Ticker USXF
  • Sector Technology
More about USXF
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