Milestone Investment Advisors LLC Ishares Tresg Screened S&P Sma Transaction History

Milestone Investment Advisors LLC

  • $351 Million
  • Q3 2024

A detailed history of Milestone Investment Advisors LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 2,170 shares of XJR stock, worth $89,903. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,170
Previous 2,170 -0.0%
Holding current value
$89,903
Previous $82,000 9.76%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 02, 2023
SELL
$31.98 - $35.12 $1,599 - $1,755
-50 Reduced 2.25%
2,170 $75,000
Q1 2023

May 16, 2023
BUY
$32.42 - $37.84 $48,694 - $56,835
1,502 Added 209.19%
2,220 $75,000
Q4 2022

Mar 15, 2023
BUY
$31.29 - $35.81 $22,466 - $25,711
718 New
718 $23.9 Million

Others Institutions Holding XJR

# of Institutions
66
Shares Held
649K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRESG SCREENED S&P SMA

XJR Quotes by TradingView
  • Ticker XJR
  • Sector ETFs
  • Industry ETFs
More about XJR
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