Milestone Investment Advisors LLC Ishares Tr Msci Usa Esg Select Transaction History
Milestone Investment Advisors LLC
- $370 Million
- Q1 2024
A detailed history of Milestone Investment Advisors LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 16,153 shares of SUSA stock, worth $1.82 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
16,153
Previous 16,800
3.85%
Holding current value
$1.82 Million
Previous $1.69 Million
4.44%
% of portfolio
0.48%
Previous 0.49%
Shares
6 transactions
Others Institutions Holding SUSA
# of Institutions
481Shares Held
19.2MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.62MShares$182 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.54MShares$173 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.19MShares$134 Million0.01% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.01MShares$114 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN875KShares$98.3 Million0.03% of portfolio