Milestone Investment Advisors LLC Ishares Tr Msci Usa Esg Select Transaction History

Milestone Investment Advisors LLC

  • $395 Million
  • Q3 2025

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 12,870 shares of SUSA stock, worth $1.77 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
12,870
Previous 12,445 3.42%
Holding current value
$1.77 Million
Previous $1.58 Million 10.65%
% of portfolio
0.44%
Previous 0.43%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$126.64 - $135.65 $53,822 - $57,651
425 Added 3.42%
12,870 $1.75 Million
Q2 2025

Aug 13, 2025
SELL
$101.97 - $126.75 $195,374 - $242,853
-1,916 Reduced 13.34%
12,445 $1.58 Million
Q1 2025

Apr 28, 2025
SELL
$113.22 - $126.36 $65,101 - $72,657
-575 Reduced 3.85%
14,361 $1.65 Million
Q4 2024

Feb 12, 2025
SELL
$118.0 - $127.04 $8,378 - $9,019
-71 Reduced 0.47%
14,936 $1.82 Million
Q3 2024

Oct 30, 2024
SELL
$108.44 - $120.37 $36,652 - $40,685
-338 Reduced 2.2%
15,007 $1.81 Million
Q2 2024

Aug 13, 2024
SELL
$102.41 - $112.98 $82,747 - $91,287
-808 Reduced 5.0%
15,345 $1.72 Million
Q1 2024

May 14, 2024
SELL
$98.48 - $109.17 $63,716 - $70,632
-647 Reduced 3.85%
16,153 $1.76 Million
Q4 2023

Feb 09, 2024
SELL
$85.36 - $100.86 $121,723 - $143,826
-1,426 Reduced 7.82%
16,800 $1.69 Million
Q3 2023

Nov 08, 2023
SELL
$89.49 - $97.11 $124,749 - $135,371
-1,394 Reduced 7.1%
18,226 $1.64 Million
Q2 2023

Aug 02, 2023
SELL
$85.65 - $93.64 $38,114 - $41,669
-445 Reduced 2.22%
19,620 $1.84 Million
Q1 2023

May 16, 2023
SELL
$81.64 - $90.01 $120,663 - $133,034
-1,478 Reduced 6.86%
20,065 $1.76 Million
Q4 2022

Mar 15, 2023
BUY
$75.77 - $88.09 $1.63 Million - $1.9 Million
21,543 New
21,543 $1.77 Billion

Others Institutions Holding SUSA

# of Institutions
561
Shares Held
17.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR MSCI USA ESG SELECT

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