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 $3.24 Million. This represents 2.63% of its overall portfolio holdings.
Number of Shares
24,937
Previous 21,556
15.68%
Holding current value
$3.24 Million
Previous $2.87 Million
9.83%
% of portfolio
2.63%
Previous 2.6%
Shares
7 transactions
Others Institutions Holding IYM
# of Institutions
216Shares Held
2.51MCall Options Held
900Put Options Held
200-
Citigroup Inc452KShares$58.8 Million0.04% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ299KShares$38.8 Million0.76% of portfolio
-
Morgan Stanley New York, NY262KShares$34.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC129KShares$16.7 Million0.0% of portfolio
-
Commerce Bank Kansas City, MO127KShares$16.5 Million0.1% of portfolio