Milestone Asset Management Group, LLC Ishares S&P 500 Value ETF Transaction History

Milestone Asset Management Group, LLC

  • $135 Billion
  • Q2 2025

A detailed history of Milestone Asset Management Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 4,548 shares of IVE stock, worth $945,256. This represents 0.66% of its overall portfolio holdings.

Number of Shares
4,548
Previous 3,989 14.01%
Holding current value
$945,256
Previous $760 Million 16.9%
% of portfolio
0.66%
Previous 0.69%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
BUY
$168.34 - $195.42 $94,102 - $109,239
559 Added 14.01%
4,548 $889 Million
Q1 2025

May 06, 2025
BUY
$185.78 - $198.58 $9,660 - $10,326
52 Added 1.32%
3,989 $760 Million
Q4 2024

Mar 27, 2025
BUY
$189.5 - $206.17 $746,061 - $811,691
3,937 New
3,937 $752 Million

Others Institutions Holding IVE

# of Institutions
1,708
Shares Held
166M
Call Options Held
93.3K
Put Options Held
41K
View Full List

About ISHARES S&P 500 VALUE ETF

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