Milestone Investment Advisors LLC Ishares Esg Advanced Msci Usa Transaction History

Milestone Investment Advisors LLC

$360 Million
Q4 2024

A detailed history of Milestone Investment Advisors LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 6,776 shares of USXF stock, worth $345,372. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,776

Previous 6,786 0.15%

Holding current value

$345,372

Previous $333,000 0.9%

% of portfolio

0.09%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$48.45 - $52.57 $484 - $525	-10 Reduced 0.15%	6,776 $336,000
Q3 2024 Oct 30, 2024	BUY	$43.59 - $49.35 $151,126 - $171,096	3,467 Added 104.46%	6,786 $333,000
Q2 2024 Aug 13, 2024	BUY	$41.56 - $47.79 $58,142 - $66,858	1,399 Added 72.86%	3,319 $154,000
Q1 2024 May 14, 2024	SELL	$38.81 - $45.23 $698 - $814	-18 Reduced 0.93%	1,920 $86,000
Q2 2023 Aug 02, 2023	SELL	$32.33 - $35.95 $32,330 - $35,950	-1,000 Reduced 34.04%	1,938 $69,000
Q1 2023 May 16, 2023	BUY	$30.39 - $33.7 $1,154 - $1,280	38 Added 1.31%	2,938 $97,000
Q4 2022 Mar 15, 2023	BUY	$27.72 - $32.46 $80,388 - $94,134	2,900 New	2,900 $88.9 Million

Others Institutions Holding USXF

# of Institutions

253

Shares Held

19.9M

Call Options Held

Put Options Held

View Full List

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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Milestone Investment Advisors LLC Ishares Esg Advanced Msci Usa Transaction History