Milestone Investment Advisors LLC Ishares Tresg Screened S&P Sma Transaction History

Milestone Investment Advisors LLC

  • $351 Million
  • Q3 2024

A detailed history of Milestone Investment Advisors LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 2,170 shares of XJR stock, worth $96,673. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,170
Previous 2,170 -0.0%
Holding current value
$96,673
Previous $82,000 9.76%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 02, 2023
SELL
$31.98 - $35.12 $1,599 - $1,755
-50 Reduced 2.25%
2,170 $75,000
Q1 2023

May 16, 2023
BUY
$32.42 - $37.84 $48,694 - $56,835
1,502 Added 209.19%
2,220 $75,000
Q4 2022

Mar 15, 2023
BUY
$31.29 - $35.81 $22,466 - $25,711
718 New
718 $23.9 Million

Others Institutions Holding XJR

# of Institutions
64
Shares Held
612K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRESG SCREENED S&P SMA

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