Milestone Investment Advisors LLC Ishares Trust Ishares Esg Awar Transaction History

Milestone Investment Advisors LLC

  • $395 Million
  • Q3 2025

A detailed history of Milestone Investment Advisors LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 5,399 shares of ESGD stock, worth $511,501. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,399
Previous 5,399 -0.0%
Holding current value
$511,501
Previous $481,000 4.16%
% of portfolio
0.13%
Previous 0.13%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$73.02 - $90.22 $73 - $90
1 Added 0.02%
5,399 $481,000
Q1 2025

Apr 28, 2025
BUY
$75.32 - $84.77 $38,262 - $43,063
508 Added 10.39%
5,398 $440,000
Q4 2024

Feb 12, 2025
BUY
$75.65 - $83.47 $75 - $83
1 Added 0.02%
4,890 $372,000
Q2 2024

Aug 13, 2024
BUY
$76.22 - $82.36 $76 - $82
1 Added 0.02%
4,889 $385,000
Q1 2024

May 14, 2024
SELL
$73.39 - $80.18 $132,102 - $144,324
-1,800 Reduced 26.91%
4,888 $390,000
Q4 2023

Feb 09, 2024
BUY
$65.9 - $75.7 $32,950 - $37,850
500 Added 8.08%
6,688 $505,000
Q3 2023

Nov 08, 2023
BUY
$68.87 - $74.82 $5,853 - $6,359
85 Added 1.39%
6,188 $427,000
Q2 2023

Aug 02, 2023
BUY
$70.97 - $74.19 $114,474 - $119,668
1,613 Added 35.92%
6,103 $445,000
Q1 2023

May 16, 2023
BUY
$66.27 - $72.39 $8,084 - $8,831
122 Added 2.79%
4,490 $322,000
Q4 2022

Mar 15, 2023
BUY
$55.83 - $67.96 $243,865 - $296,849
4,368 New
4,368 $287 Million

Others Institutions Holding ESGD

# of Institutions
752
Shares Held
96.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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