Milestone Investment Advisors LLC Ishares Transaction History

Milestone Investment Advisors LLC

  • $360 Million
  • Q4 2024

A detailed history of Milestone Investment Advisors LLC transactions in Ishares stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 55,787 shares of ICLN stock, worth $635,413. This represents 0.18% of its overall portfolio holdings.

Number of Shares
55,787
Previous 83,939 33.54%
Holding current value
$635,413
Previous $1.23 Million 48.58%
% of portfolio
0.18%
Previous 0.35%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$11.35 - $14.51 $319,525 - $408,485
-28,152 Reduced 33.54%
55,787 $634,000
Q3 2024

Oct 30, 2024
BUY
$13.26 - $14.77 $28,707 - $31,977
2,165 Added 2.65%
83,939 $1.23 Million
Q2 2024

Aug 13, 2024
BUY
$13.02 - $15.08 $24,620 - $28,516
1,891 Added 2.37%
81,774 $1.09 Million
Q1 2024

May 14, 2024
BUY
$13.42 - $15.39 $10,950 - $12,558
816 Added 1.03%
79,883 $1.12 Million
Q4 2023

Feb 09, 2024
SELL
$12.86 - $15.73 $944,116 - $1.15 Million
-73,415 Reduced 48.15%
79,067 $1.23 Million
Q3 2023

Nov 08, 2023
BUY
$14.59 - $19.04 $1,225 - $1,599
84 Added 0.06%
152,482 $2.23 Million
Q2 2023

Aug 02, 2023
BUY
$17.78 - $19.91 $28,483 - $31,895
1,602 Added 1.06%
152,398 $2.8 Million
Q1 2023

May 16, 2023
BUY
$18.32 - $21.36 $453,584 - $528,852
24,759 Added 19.64%
150,796 $2.98 Million
Q4 2022

Mar 15, 2023
BUY
$17.54 - $21.27 $2.21 Million - $2.68 Million
126,037 New
126,037 $2.5 Billion

Others Institutions Holding ICLN

# of Institutions
508
Shares Held
40.2M
Call Options Held
4.08M
Put Options Held
2.94M
View Full List

About ISHARES

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