Milestone Investment Advisors LLC Ishares Expanded Tech Sector E Transaction History

Milestone Investment Advisors LLC

$360 Million
Q4 2024

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 36,402 shares of IGM stock, worth $3.64 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

36,402

Previous 33,428 8.9%

Holding current value

$3.64 Million

Previous $3.21 Million 15.87%

% of portfolio

1.03%

Previous 0.91%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

458

Shares Held

27.5M

Call Options Held

151K

Put Options Held

15.2K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

More about IGM

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Milestone Investment Advisors LLC Ishares Expanded Tech Sector E Transaction History