Milestone Investment Advisors LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Milestone Investment Advisors LLC
- $395 Million
- Q3 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 $70,140. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,000
Previous 3,000
-0.0%
Holding current value
$70,140
Previous $69,000
1.45%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SUSC
# of Institutions
296Shares Held
45.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc9.5MShares$222 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY4.37MShares$102 Million0.01% of portfolio
-
Wealthfront Advisers LLC3.31MShares$77.5 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.89MShares$67.6 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.09MShares$48.8 Million0.21% of portfolio