MOUNT YALE INVESTMENT ADVISORS, LLC – iShares ESG Aware MSCI USA ETF Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
$7.74M
portfolio value
MOUNT YALE INVESTMENT ADVISORS, LLC quarter portfolio value change:
-5.35%
quarter
iShares ESG Aware MSCI USA ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +9.10% | 8.13K shares | 245K | $79.41 | 97.5K |
| Q2 2022 | share | Decrease | -1.22% | -1.10K shares | -1.67M | $83.9 | 89.37K |
| Q1 2022 | share | Increase | +12.65% | 10.15K shares | 504K | $101.35 | 90.47K |
| Q4 2021 | share | Increase | +1.00% | 792 shares | 836K | $108.23 | 80.31K |
| Q3 2021 | share | Increase | +30.32% | 18.50K shares | 1.82M | $98.46 | 79.52K |
| Q2 2021 | share | Decrease | -1.22% | -755 shares | 395K | $98.16 | 61.02K |
| Q1 2021 | share | Decrease | -0.96% | -598 shares | 248K | $90.36 | 61.77K |
| Q4 2020 | share | Increase | +43.05% | 18.77K shares | 2.04M | $85.28 | 62.37K |
| Q3 2020 | share | Increase | +2.99% | 1.26K shares | 360K | $75.29 | 43.60K |
| Q2 2020 | share | Increase | +120.37% | 23.12K shares | 1.85M | $68.88 | 42.33K |
| Q1 2020 | share | Increase | +94.81% | 9.35K shares | 396K | $56.37 | 19.21K |
| Q4 2019 | share | Increase | 0.00% | 9.86K shares | 708K | $69.6 | 9.86K |