Milestone Asset Management, LLC Ishares S&P 500 Value ETF Transaction History

Milestone Asset Management, LLC

  • $399 Billion
  • Q2 2024

A detailed history of Milestone Asset Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Milestone Asset Management, LLC holds 3,228 shares of IVE stock, worth $633,172. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,228
Previous 12,944 75.06%
Holding current value
$633,172
Previous $2.42 Billion 75.7%
% of portfolio
0.15%
Previous 0.69%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
SELL
$176.58 - $186.7 $1.72 Million - $1.81 Million
-9,716 Reduced 75.06%
3,228 $588 Million
Q1 2024

Apr 23, 2024
BUY
$171.09 - $186.81 $2.21 Million - $2.42 Million
12,944 New
12,944 $2.42 Billion

Others Institutions Holding IVE

# of Institutions
1,448
Shares Held
140M
Call Options Held
110K
Put Options Held
9.3K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Milestone Asset Management, LLC Portfolio

Follow Milestone Asset Management, 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 Milestone Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email