Milestone Investment Advisors LLC Ishares Transaction History

Milestone Investment Advisors LLC

$360 Million
Q4 2024

A detailed history of Milestone Investment Advisors LLC transactions in Ishares stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 55,787 shares of ICLN stock, worth $632,066. This represents 0.18% of its overall portfolio holdings.

Number of Shares

55,787

Previous 83,939 33.54%

Holding current value

$632,066

Previous $1.23 Million 48.58%

% of portfolio

0.18%

Previous 0.35%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$11.35 - $14.51 $319,525 - $408,485	-28,152 Reduced 33.54%	55,787 $634,000
Q3 2024 Oct 30, 2024	BUY	$13.26 - $14.77 $28,707 - $31,977	2,165 Added 2.65%	83,939 $1.23 Million
Q2 2024 Aug 13, 2024	BUY	$13.02 - $15.08 $24,620 - $28,516	1,891 Added 2.37%	81,774 $1.09 Million
Q1 2024 May 14, 2024	BUY	$13.42 - $15.39 $10,950 - $12,558	816 Added 1.03%	79,883 $1.12 Million
Q4 2023 Feb 09, 2024	SELL	$12.86 - $15.73 $944,116 - $1.15 Million	-73,415 Reduced 48.15%	79,067 $1.23 Million
Q3 2023 Nov 08, 2023	BUY	$14.59 - $19.04 $1,225 - $1,599	84 Added 0.06%	152,482 $2.23 Million
Q2 2023 Aug 02, 2023	BUY	$17.78 - $19.91 $28,483 - $31,895	1,602 Added 1.06%	152,398 $2.8 Million
Q1 2023 May 16, 2023	BUY	$18.32 - $21.36 $453,584 - $528,852	24,759 Added 19.64%	150,796 $2.98 Million
Q4 2022 Mar 15, 2023	BUY	$17.54 - $21.27 $2.21 Million - $2.68 Million	126,037 New	126,037 $2.5 Billion

Others Institutions Holding ICLN

# of Institutions

510

Shares Held

40.2M

Call Options Held

4.09M

Put Options Held

2.99M

View Full List

About ISHARES

Ticker ICLN
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Milestone Investment Advisors LLC Ishares Transaction History