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

Mount Yale Investment Advisors, LLC

  • $1.11 Billion
  • Q1 2025

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 7,230 shares of IXC stock, worth $301,924. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,230
Previous 9,928 27.18%
Holding current value
$301,924
Previous $379,000 20.58%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$38.48 - $42.16 $103,819 - $113,747
-2,698 Reduced 27.18%
7,230 $301,000
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
408
Shares Held
32M
Call Options Held
46.7K
Put Options Held
3.8K
View Full List

About ISHARES TR GLOBAL ENERGY ETF

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