Milestone Investment Advisors LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Milestone Investment Advisors LLC

  • $371 Million
  • Q2 2025

A detailed history of Milestone Investment Advisors LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 356,898 shares of SUSB stock, worth $9.05 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares
356,898
Previous 328,540 8.63%
Holding current value
$9.05 Million
Previous $8.21 Million 9.42%
% of portfolio
2.42%
Previous 2.35%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$24.66 - $25.17 $699,308 - $713,770
28,358 Added 8.63%
356,898 $8.98 Million
Q1 2025

Apr 28, 2025
BUY
$24.6 - $24.99 $359,996 - $365,703
14,634 Added 4.66%
328,540 $8.21 Million
Q4 2024

Feb 12, 2025
BUY
$24.61 - $25.12 $171,064 - $174,609
6,951 Added 2.26%
313,906 $7.75 Million
Q3 2024

Oct 30, 2024
SELL
$24.38 - $25.2 $36,960 - $38,203
-1,516 Reduced 0.49%
306,955 $7.72 Million
Q2 2024

Aug 13, 2024
SELL
$24.19 - $24.51 $140,495 - $142,354
-5,808 Reduced 1.85%
308,471 $7.55 Million
Q1 2024

May 14, 2024
SELL
$24.32 - $24.57 $154,213 - $155,798
-6,341 Reduced 1.98%
314,279 $7.69 Million
Q4 2023

Feb 09, 2024
SELL
$23.56 - $24.48 $1.2 Million - $1.25 Million
-51,050 Reduced 13.74%
320,620 $7.85 Million
Q3 2023

Nov 08, 2023
SELL
$23.72 - $24.02 $270,360 - $273,779
-11,398 Reduced 2.98%
371,670 $8.83 Million
Q2 2023

Aug 02, 2023
SELL
$23.84 - $24.2 $494,155 - $501,617
-20,728 Reduced 5.13%
383,068 $9.16 Million
Q1 2023

May 16, 2023
SELL
$23.63 - $24.19 $31,404 - $32,148
-1,329 Reduced 0.33%
403,796 $9.72 Million
Q4 2022

Mar 15, 2023
BUY
$23.19 - $23.94 $9.39 Million - $9.7 Million
405,125 New
405,125 $9.63 Billion

Others Institutions Holding SUSB

# of Institutions
330
Shares Held
28.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES ESG AWARE 1

SUSB Quotes by TradingView
  • Ticker SUSB
  • Sector ETFs
  • Industry ETFs
More about SUSB
Track This Portfolio

Track Milestone Investment Advisors LLC Portfolio

Follow Milestone Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email