Milestone Investment Advisors LLC Ishares Esg Advanced Msci Usa Transaction History

Milestone Investment Advisors LLC

  • $351 Million
  • Q3 2024

A detailed history of Milestone Investment Advisors LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 6,786 shares of USXF stock, worth $350,361. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,786
Previous 3,319 104.46%
Holding current value
$350,361
Previous $154,000 116.23%
% of portfolio
0.09%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$43.59 - $49.35 $151,126 - $171,096
3,467 Added 104.46%
6,786 $333,000
Q2 2024

Aug 13, 2024
BUY
$41.56 - $47.79 $58,142 - $66,858
1,399 Added 72.86%
3,319 $154,000
Q1 2024

May 14, 2024
SELL
$38.81 - $45.23 $698 - $814
-18 Reduced 0.93%
1,920 $86,000
Q2 2023

Aug 02, 2023
SELL
$32.33 - $35.95 $32,330 - $35,950
-1,000 Reduced 34.04%
1,938 $69,000
Q1 2023

May 16, 2023
BUY
$30.39 - $33.7 $1,154 - $1,280
38 Added 1.31%
2,938 $97,000
Q4 2022

Mar 15, 2023
BUY
$27.72 - $32.46 $80,388 - $94,134
2,900 New
2,900 $88.9 Million

Others Institutions Holding USXF

# of Institutions
233
Shares Held
18.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI USA

USXF Quotes by TradingView
  • Ticker USXF
  • Sector Technology
More about USXF
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