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

Milestone Investment Advisors LLC

$360 Million
Q4 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 14,936 shares of SUSA stock, worth $1.83 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

14,936

Previous 15,007 0.47%

Holding current value

$1.83 Million

Previous $1.81 Million 0.55%

% of portfolio

0.5%

Previous 0.51%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

523

Shares Held

19.2M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

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