Milestone Investment Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History

Milestone Investment Advisors LLC

  • $351 Million
  • Q3 2024

A detailed history of Milestone Investment Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 18,835 shares of IJR stock, worth $2.27 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
18,835
Previous 19,110 1.44%
Holding current value
$2.27 Million
Previous $2.04 Million 8.05%
% of portfolio
0.63%
Previous 0.55%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$105.53 - $118.34 $29,020 - $32,543
-275 Reduced 1.44%
18,835 $2.2 Million
Q2 2024

Aug 13, 2024
SELL
$102.13 - $110.88 $67,610 - $73,402
-662 Reduced 3.35%
19,110 $2.04 Million
Q1 2024

May 14, 2024
SELL
$102.35 - $110.52 $180,750 - $195,178
-1,766 Reduced 8.2%
19,772 $2.19 Million
Q4 2023

Feb 09, 2024
SELL
$87.61 - $110.11 $42,753 - $53,733
-488 Reduced 2.22%
21,538 $2.33 Million
Q3 2023

Nov 08, 2023
SELL
$92.9 - $105.16 $136,191 - $154,164
-1,466 Reduced 6.24%
22,026 $2.08 Million
Q2 2023

Aug 02, 2023
SELL
$91.14 - $99.81 $264,852 - $290,047
-2,906 Reduced 11.01%
23,492 $2.34 Million
Q1 2023

May 16, 2023
BUY
$92.27 - $107.68 $42,259 - $49,317
458 Added 1.77%
26,398 $2.55 Million
Q4 2022

Mar 15, 2023
BUY
$89.09 - $102.13 $2.31 Million - $2.65 Million
25,940 New
25,940 $2.45 Billion

Others Institutions Holding IJR

# of Institutions
2,558
Shares Held
500M
Call Options Held
959K
Put Options Held
646K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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