Milestone Investment Advisors LLC Ishares Core S&P 500 ETF Transaction History

Milestone Investment Advisors LLC

  • $349 Million
  • Q1 2025

A detailed history of Milestone Investment Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 19,711 shares of IVV stock, worth $11.8 Million. This represents 3.17% of its overall portfolio holdings.

Number of Shares
19,711
Previous 19,459 1.3%
Holding current value
$11.8 Million
Previous $11.5 Million 3.32%
% of portfolio
3.17%
Previous 3.18%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$554.06 - $615.85 $139,623 - $155,194
252 Added 1.3%
19,711 $11.1 Million
Q4 2024

Feb 12, 2025
BUY
$570.51 - $610.59 $499,196 - $534,266
875 Added 4.71%
19,459 $11.5 Million
Q3 2024

Oct 30, 2024
BUY
$520.18 - $576.82 $1.8 Million - $2 Million
3,461 Added 22.89%
18,584 $10.7 Million
Q2 2024

Aug 13, 2024
SELL
$497.53 - $549.64 $366,679 - $405,084
-737 Reduced 4.65%
15,123 $8.28 Million
Q1 2024

May 14, 2024
BUY
$469.56 - $525.73 $14,556 - $16,297
31 Added 0.2%
15,860 $8.34 Million
Q4 2023

Feb 09, 2024
BUY
$412.55 - $479.0 $906,784 - $1.05 Million
2,198 Added 16.13%
15,829 $7.56 Million
Q3 2023

Nov 08, 2023
BUY
$427.76 - $460.18 $1.93 Million - $2.08 Million
4,514 Added 49.51%
13,631 $5.85 Million
Q2 2023

Aug 02, 2023
SELL
$406.17 - $445.71 $406 - $445
-1 Reduced 0.01%
9,117 $4.06 Million
Q1 2023

May 16, 2023
BUY
$381.13 - $418.66 $208,096 - $228,588
546 Added 6.37%
9,118 $3.75 Million
Q4 2022

Mar 15, 2023
BUY
$357.98 - $409.32 $3.07 Million - $3.51 Million
8,572 New
8,572 $3.29 Billion

Others Institutions Holding IVV

# of Institutions
3,927
Shares Held
821M
Call Options Held
15.3M
Put Options Held
4M
View Full List

About ISHARES CORE S&P 500 ETF

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