Milestone Investment Advisors LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Milestone Investment Advisors LLC
- $349 Million
- Q1 2025
A detailed history of Milestone Investment Advisors LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 3,000 shares of SUSC stock, worth $69,360. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,000
Previous 3,000
-0.0%
Holding current value
$69,360
Previous $68,000
1.47%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SUSC
# of Institutions
285Shares Held
40.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.47MShares$173 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.67MShares$84.8 Million0.01% of portfolio
-
Wealthfront Advisers LLC2.61MShares$60.4 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$44.1 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.9MShares$43.9 Million0.18% of portfolio