Mount Yale Investment Advisors, LLC Ishares Tr Global Energy ETF Transaction History

Mount Yale Investment Advisors, LLC

$1.2 Billion
Q4 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 9,928 shares of IXC stock, worth $414,593. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,928

Previous 9,851 0.78%

Holding current value

$414,593

Previous $398,000 4.77%

% of portfolio

0.03%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$36.95 - $43.06 $2,845 - $3,315	77 Added 0.78%	9,928 $379,000
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

414

Shares Held

32.4M

Call Options Held

46.7K

Put Options Held

3.8K

View Full List

About ISHARES TR GLOBAL ENERGY ETF

Ticker IXC
Sector ETFs
Industry ETFs

More about IXC

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Mount Yale Investment Advisors, LLC Ishares Tr Global Energy ETF Transaction History