Milestone Asset Management, LLC Ishares Tr Transaction History

Milestone Asset Management, LLC

$529 Billion
Q3 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 29,386 shares of SHV stock, worth $3.24 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

29,386

Previous 28,255 4.0%

Holding current value

$3.24 Million

Previous $3.12 Billion 4.07%

% of portfolio

0.61%

Previous 0.66%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$110.06 - $110.49 $124,477 - $124,964	1,131 Added 4.0%	29,386 $3.25 Billion
Q2 2025 Aug 05, 2025	BUY	$110.06 - $110.46 $75,611 - $75,886	687 Added 2.49%	28,255 $3.12 Billion
Q1 2025 Apr 09, 2025	BUY	$110.11 - $110.51 $24,774 - $24,864	225 Added 0.82%	27,568 $3.05 Billion
Q4 2024 Jan 23, 2025	BUY	$109.92 - $110.57 $181,148 - $182,219	1,648 Added 6.41%	27,343 $3.01 Billion
Q3 2024 Oct 25, 2024	BUY	$110.05 - $110.63 $237,708 - $238,960	2,160 Added 9.18%	25,695 $2.84 Billion

Q2 2024 Jul 19, 2024	BUY	$110.04 - $110.51 $353,228 - $354,737	3,210 Added 15.79%	23,535 $2.6 Billion
Q1 2024 Apr 23, 2024	BUY	$110.11 - $110.57 $2.24 Million - $2.25 Million	20,325 New	20,325 $2.25 Billion

Others Institutions Holding SHV

# of Institutions

783

Shares Held

101M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
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Milestone Asset Management, LLC Ishares Tr Transaction History