Milestone Asset Management, LLC Ishares Tr Transaction History

Milestone Asset Management, LLC

  • $454 Billion
  • Q4 2024

A detailed history of Milestone Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Milestone Asset Management, LLC holds 4,668 shares of IYR stock, worth $442,619. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,668
Previous 3,031 54.01%
Holding current value
$442,619
Previous $309 Million 40.68%
% of portfolio
0.1%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$90.74 - $102.87 $148,541 - $168,398
1,637 Added 54.01%
4,668 $435 Million
Q3 2024

Oct 25, 2024
BUY
$86.93 - $103.61 $17,125 - $20,411
197 Added 6.95%
3,031 $309 Million
Q2 2024

Jul 19, 2024
BUY
$81.6 - $89.23 $231,254 - $252,877
2,834 New
2,834 $249 Million

Others Institutions Holding IYR

# of Institutions
596
Shares Held
57.1M
Call Options Held
11.4M
Put Options Held
13.1M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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