Ishares Tr shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $591k | 12k | 49.08 |
| 2024-06-30 | $614k | 13k | 46.58 |
| 2024-03-31 | $868k | 19k | 45.15 |
| 2023-09-30 | $669k | 19k | 34.66 |
| 2023-06-30 | $691k | 19k | 35.95 |
| 2023-03-31 | $560k | 17k | 33.07 |
| 2022-12-31 | $386k | 13k | 30.66 |
| 2022-09-30 | $424k | 15k | 27.99 |
| 2022-06-30 | $231k | 7.7k | 29.93 |
| 2022-03-31 | $625k | 18k | 35.69 |
| 2021-12-31 | $410k | 10k | 39.42 |
More positions owned by Mount Yale Investment Advisors
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