Milestone Asset Management Group, LLC Ishares Core S&P Total U.S. St Transaction History

Milestone Asset Management Group, LLC

$159 Billion
Q3 2025

A detailed history of Milestone Asset Management Group, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 3,952 shares of ITOT stock, worth $578,375. This represents 0.36% of its overall portfolio holdings.

Number of Shares

3,952

Previous 4,044 2.27%

Holding current value

$578,375

Previous $546 Million 5.4%

% of portfolio

0.36%

Previous 0.4%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$135.0 - $146.02 $12,420 - $13,433	-92 Reduced 2.27%	3,952 $576 Million
Q2 2025 Aug 01, 2025	BUY	$108.12 - $135.04 $200,022 - $249,823	1,850 Added 84.32%	4,044 $546 Million
Q1 2025 May 06, 2025	BUY	$120.29 - $134.6 $7,698 - $8,614	64 Added 3.0%	2,194 $268 Million
Q4 2024 Mar 27, 2025	BUY	$124.26 - $134.12 $264,673 - $285,675	2,130 New	2,130 $274 Million

Others Institutions Holding ITOT

# of Institutions

1,703

Shares Held

334M

Call Options Held

61.7K

Put Options Held

36K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
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Milestone Asset Management Group, LLC Ishares Core S&P Total U.S. St Transaction History