Milestone Asset Management, LLC Ishares Tr Transaction History

Milestone Asset Management, LLC

$470 Billion
Q1 2025

A detailed history of Milestone Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Milestone Asset Management, LLC holds 3,944 shares of ITA stock, worth $604,339. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,944

Previous 3,871 1.89%

Holding current value

$604,339

Previous $563 Million 7.31%

% of portfolio

0.13%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$144.84 - $159.5 $10,573 - $11,643	73 Added 1.89%	3,944 $604 Million
Q4 2024 Jan 23, 2025	SELL	$144.31 - $157.31 $161,338 - $175,872	-1,118 Reduced 22.41%	3,871 $563 Million
Q3 2024 Oct 25, 2024	SELL	$131.58 - $149.64 $11,447 - $13,018	-87 Reduced 1.71%	4,989 $747 Million
Q2 2024 Jul 19, 2024	SELL	$127.05 - $137.39 $160,210 - $173,248	-1,261 Reduced 19.9%	5,076 $670 Million
Q1 2024 Apr 23, 2024	BUY	$119.3 - $131.93 $521,937 - $577,193	4,375 Added 222.99%	6,337 $836 Million
Q3 2023 Nov 13, 2023	BUY	$105.4 - $118.17 $206,794 - $231,849	1,962 New	1,962 $206 Million

Others Institutions Holding ITA

# of Institutions

756

Shares Held

21.1M

Call Options Held

704K

Put Options Held

446K

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

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Milestone Asset Management, LLC Ishares Tr Transaction History