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 $3.46 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares

24,937

Previous 21,556 15.68%

Holding current value

$3.46 Million

Previous $2.87 Million 9.83%

% of portfolio

2.63%

Previous 2.6%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	BUY	$124.84 - $138.68 $422,084 - $468,877	3,381 Added 15.68%	24,937 $3.15 Million
Q2 2023 Jul 13, 2023	SELL	$120.69 - $133.93 $782,433 - $868,268	-6,483 Reduced 23.12%	21,556 $2.87 Million
Q1 2023 May 12, 2023	BUY	$124.32 - $140.43 $3.23 Million - $3.65 Million	25,992 Added 1269.76%	28,039 $3.72 Million
Q4 2022 Jan 24, 2023	SELL	$116.06 - $133.88 $81,938 - $94,519	-706 Reduced 25.64%	2,047 $0
Q3 2022 Oct 12, 2022	SELL	$109.22 - $130.61 $1.29 Million - $1.54 Million	-11,771 Reduced 81.05%	2,753 $298,000

Q2 2022 Jul 18, 2022	BUY	$117.72 - $154.02 $797,317 - $1.04 Million	6,773 Added 87.38%	14,524 $1.71 Million
Q1 2022 May 10, 2022	BUY	$128.72 - $151.73 $997,708 - $1.18 Million	7,751 New	7,751 $1.16 Million

Others Institutions Holding IYM

# of Institutions

217

Shares Held

2.15M

Call Options Held

3.5K

Put Options Held

1.3K

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

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Milestone Advisory Partners Ishares Tr Transaction History