Milestone Investment Advisors LLC Ishares Trust Ishares Esg Awar Transaction History

Milestone Investment Advisors LLC

$371 Million
Q2 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 2,609 shares of ESGU stock, worth $372,617. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,609

Previous 2,881 9.44%

Holding current value

$372,617

Previous $351,000 0.28%

% of portfolio

0.09%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$108.06 - $135.3 $29,392 - $36,801	-272 Reduced 9.44%	2,609 $352,000
Q1 2025 Apr 28, 2025	BUY	$120.24 - $134.3 $240 - $268	2 Added 0.07%	2,881 $351,000
Q4 2024 Feb 12, 2025	BUY	$124.61 - $133.96 $249 - $267	2 Added 0.07%	2,879 $370,000
Q3 2024 Oct 30, 2024	BUY	$113.45 - $126.18 $226 - $252	2 Added 0.07%	2,877 $363,000
Q2 2024 Aug 13, 2024	BUY	$108.69 - $119.84 $3,260 - $3,595	30 Added 1.05%	2,875 $343,000
Q1 2024 May 14, 2024	BUY	$102.91 - $114.96 $46,412 - $51,846	451 Added 18.84%	2,845 $327,000
Q2 2023 Aug 02, 2023	SELL	$88.97 - $97.46 $8,897 - $9,746	-100 Reduced 4.01%	2,394 $233,000
Q4 2022 Mar 15, 2023	BUY	$79.22 - $90.53 $197,574 - $225,781	2,494 New	2,494 $211 Million

Others Institutions Holding ESGU

# of Institutions

880

Shares Held

94.9M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGU
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Milestone Investment Advisors LLC Ishares Trust Ishares Esg Awar Transaction History