Milestone Advisory Partners Ishares Tr Transaction History

Milestone Advisory Partners

  • $120 Million
  • Q3 2023

A detailed history of Milestone Advisory Partners transactions in Ishares Tr stock. As of the latest transaction made, Milestone Advisory Partners holds 18,677 shares of IEZ stock, worth $386,987. This represents 0.37% of its overall portfolio holdings.

Number of Shares
18,677
Previous 16,590 12.58%
Holding current value
$386,987
Previous $333,000 34.53%
% of portfolio
0.37%
Previous 0.3%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023
BUY
$20.14 - $25.39 $42,032 - $52,988
2,087 Added 12.58%
18,677 $448,000
Q2 2023

Jul 13, 2023
SELL
$17.22 - $20.49 $66,779 - $79,460
-3,878 Reduced 18.95%
16,590 $333,000
Q1 2023

May 12, 2023
SELL
$17.87 - $23.07 $138,188 - $178,400
-7,733 Reduced 27.42%
20,468 $395,000
Q3 2022

Oct 12, 2022
SELL
$13.6 - $17.49 $1.12 Million - $1.44 Million
-82,351 Reduced 74.49%
28,201 $406,000
Q2 2022

Jul 18, 2022
SELL
$15.24 - $21.54 $303,626 - $429,141
-19,923 Reduced 15.27%
110,552 $1.76 Million
Q1 2022

May 10, 2022
BUY
$13.71 - $20.0 $1.79 Million - $2.61 Million
130,475 New
130,475 $2.52 Million

Others Institutions Holding IEZ

# of Institutions
68
Shares Held
3.43M
Call Options Held
27.4K
Put Options Held
2.7K
View Full List

About ISHARES TR

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