Milestone Investment Advisors LLC Ishares Core S&P 500 ETF Transaction History

Milestone Investment Advisors LLC

$360 Million
Q4 2024

A detailed history of Milestone Investment Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 19,459 shares of IVV stock, worth $11.6 Million. This represents 3.18% of its overall portfolio holdings.

Number of Shares

19,459

Previous 18,584 4.71%

Holding current value

$11.6 Million

Previous $10.7 Million 6.87%

% of portfolio

3.18%

Previous 3.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$570.51 - $610.59 $499,196 - $534,266	875 Added 4.71%	19,459 $11.5 Million
Q3 2024 Oct 30, 2024	BUY	$520.18 - $576.82 $1.8 Million - $2 Million	3,461 Added 22.89%	18,584 $10.7 Million
Q2 2024 Aug 13, 2024	SELL	$497.53 - $549.64 $366,679 - $405,084	-737 Reduced 4.65%	15,123 $8.28 Million
Q1 2024 May 14, 2024	BUY	$469.56 - $525.73 $14,556 - $16,297	31 Added 0.2%	15,860 $8.34 Million
Q4 2023 Feb 09, 2024	BUY	$412.55 - $479.0 $906,784 - $1.05 Million	2,198 Added 16.13%	15,829 $7.56 Million
Q3 2023 Nov 08, 2023	BUY	$427.76 - $460.18 $1.93 Million - $2.08 Million	4,514 Added 49.51%	13,631 $5.85 Million
Q2 2023 Aug 02, 2023	SELL	$406.17 - $445.71 $406 - $445	-1 Reduced 0.01%	9,117 $4.06 Million
Q1 2023 May 16, 2023	BUY	$381.13 - $418.66 $208,096 - $228,588	546 Added 6.37%	9,118 $3.75 Million
Q4 2022 Mar 15, 2023	BUY	$357.98 - $409.32 $3.07 Million - $3.51 Million	8,572 New	8,572 $3.29 Billion

Others Institutions Holding IVV

# of Institutions

3,849

Shares Held

761M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Milestone Investment Advisors LLC Ishares Core S&P 500 ETF Transaction History