Milestone Investment Advisors LLC Ishares Expanded Tech Sector E Transaction History

Milestone Investment Advisors LLC

  • $349 Million
  • Q1 2025

A detailed history of Milestone Investment Advisors LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 33,050 shares of IGM stock, worth $3.51 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
33,050
Previous 36,402 9.21%
Holding current value
$3.51 Million
Previous $3.72 Million 19.38%
% of portfolio
0.86%
Previous 1.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$90.67 - $108.46 $303,925 - $363,557
-3,352 Reduced 9.21%
33,050 $3 Million
Q4 2024

Feb 12, 2025
BUY
$94.19 - $106.95 $280,121 - $318,069
2,974 Added 8.9%
36,402 $3.72 Million
Q3 2024

Oct 30, 2024
SELL
$84.03 - $98.62 $192,428 - $225,839
-2,290 Reduced 6.41%
33,428 $3.21 Million
Q2 2024

Aug 13, 2024
SELL
$80.02 - $95.38 $76,979 - $91,755
-962 Reduced 2.62%
35,718 $3.37 Million
Q1 2024

May 14, 2024
BUY
$84.27 - $516.87 $2.57 Million - $15.8 Million
30,506 Added 494.1%
36,680 $3.16 Million
Q4 2023

Feb 09, 2024
SELL
$365.86 - $450.72 $8,414 - $10,366
-23 Reduced 0.37%
6,174 $2.77 Million
Q3 2023

Nov 08, 2023
BUY
$376.08 - $412.97 $30,462 - $33,450
81 Added 1.32%
6,197 $2.37 Million
Q2 2023

Aug 02, 2023
BUY
$325.63 - $395.58 $450,997 - $547,878
1,385 Added 29.27%
6,116 $2.4 Million
Q1 2023

May 16, 2023
BUY
$275.98 - $339.32 $27,873 - $34,271
101 Added 2.18%
4,731 $1.61 Million
Q4 2022

Mar 15, 2023
BUY
$44.41 - $306.86 $205,618 - $1.42 Million
4,630 New
4,630 $1.3 Billion

Others Institutions Holding IGM

# of Institutions
469
Shares Held
28.2M
Call Options Held
49.7K
Put Options Held
15.7K
View Full List

About ISHARES EXPANDED TECH SECTOR E

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

Track Milestone Investment Advisors LLC Portfolio

Follow Milestone Investment Advisors 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 Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email