Milestone Investment Advisors LLC Ishares Tr Russell 200 Growth Transaction History

Milestone Investment Advisors LLC

$360 Million
Q4 2024

A detailed history of Milestone Investment Advisors LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 27,316 shares of IWY stock, worth $5.89 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares

27,316

Previous 28,961 5.68%

Holding current value

$5.89 Million

Previous $6.37 Million 0.85%

% of portfolio

1.78%

Previous 1.82%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$216.72 - $244.71 $356,504 - $402,547	-1,645 Reduced 5.68%	27,316 $6.43 Million
Q3 2024 Oct 30, 2024	SELL	$194.66 - $225.97 $2.83 Million - $3.29 Million	-14,539 Reduced 33.42%	28,961 $6.37 Million
Q2 2024 Aug 13, 2024	SELL	$183.56 - $216.15 $1.41 Million - $1.66 Million	-7,671 Reduced 14.99%	43,500 $9.33 Million
Q1 2024 May 14, 2024	SELL	$170.38 - $196.82 $981,048 - $1.13 Million	-5,758 Reduced 10.11%	51,171 $9.98 Million
Q4 2023 Feb 09, 2024	SELL	$149.01 - $175.92 $661,604 - $781,084	-4,440 Reduced 7.23%	56,929 $9.98 Million
Q3 2023 Nov 08, 2023	BUY	$152.69 - $164.44 $557,929 - $600,863	3,654 Added 6.33%	61,369 $9.44 Million
Q2 2023 Aug 02, 2023	BUY	$136.24 - $158.56 $234,332 - $272,723	1,720 Added 3.07%	57,715 $9.15 Million
Q1 2023 May 16, 2023	BUY	$117.74 - $138.93 $294,938 - $348,019	2,505 Added 4.68%	55,995 $7.78 Million
Q4 2022 Mar 15, 2023	BUY	$117.55 - $131.34 $6.29 Million - $7.03 Million	53,490 New	53,490 $6.45 Billion

Others Institutions Holding IWY

# of Institutions

616

Shares Held

57.8M

Call Options Held

3.4K

Put Options Held

2.2K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

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Milestone Investment Advisors LLC Ishares Tr Russell 200 Growth Transaction History