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 24,937 shares of IYM stock, worth $3.27 Million. This represents 2.63% of its overall portfolio holdings.
Number of Shares
24,937
Previous 21,556
15.68%
Holding current value
$3.27 Million
Previous $2.87 Million
9.83%
% of portfolio
2.63%
Previous 2.6%
Shares
7 transactions
Others Institutions Holding IYM
# of Institutions
213Shares Held
2.51MCall Options Held
3.9KPut Options Held
100-
Citigroup Inc451KShares$59.2 Million0.04% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ291KShares$38.2 Million0.89% of portfolio
-
Morgan Stanley New York, NY251KShares$33 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC129KShares$16.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA119KShares$15.6 Million0.0% of portfolio