Milestone Investment Advisors LLC Ishares Trust Ishares Esg Awar Transaction History

Milestone Investment Advisors LLC

$349 Million
Q1 2025

A detailed history of Milestone Investment Advisors LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 5,398 shares of ESGD stock, worth $478,262. This represents 0.13% of its overall portfolio holdings.

Number of Shares

5,398

Previous 4,890 10.39%

Holding current value

$478,262

Previous $372,000 18.28%

% of portfolio

0.13%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$75.32 - $84.77 $38,262 - $43,063	508 Added 10.39%	5,398 $440,000
Q4 2024 Feb 12, 2025	BUY	$75.65 - $83.47 $75 - $83	1 Added 0.02%	4,890 $372,000
Q2 2024 Aug 13, 2024	BUY	$76.22 - $82.36 $76 - $82	1 Added 0.02%	4,889 $385,000
Q1 2024 May 14, 2024	SELL	$73.39 - $80.18 $132,102 - $144,324	-1,800 Reduced 26.91%	4,888 $390,000
Q4 2023 Feb 09, 2024	BUY	$65.9 - $75.7 $32,950 - $37,850	500 Added 8.08%	6,688 $505,000
Q3 2023 Nov 08, 2023	BUY	$68.87 - $74.82 $5,853 - $6,359	85 Added 1.39%	6,188 $427,000
Q2 2023 Aug 02, 2023	BUY	$70.97 - $74.19 $114,474 - $119,668	1,613 Added 35.92%	6,103 $445,000
Q1 2023 May 16, 2023	BUY	$66.27 - $72.39 $8,084 - $8,831	122 Added 2.79%	4,490 $322,000
Q4 2022 Mar 15, 2023	BUY	$55.83 - $67.96 $243,865 - $296,849	4,368 New	4,368 $287 Million

Others Institutions Holding ESGD

# of Institutions

674

Shares Held

96.7M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
Sector ETFs
Industry ETFs

More about ESGD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Investment Advisors LLC with notifications on news.

Account

Milestone Investment Advisors LLC Ishares Trust Ishares Esg Awar Transaction History