Milestone Advisory Partners Ishares Tr Transaction History

Milestone Advisory Partners

$120 Million
Q3 2023

A detailed history of Milestone Advisory Partners transactions in Ishares Tr stock. As of the latest transaction made, Milestone Advisory Partners holds 24,937 shares of IYM stock, worth $3.61 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares

24,937

Previous 21,556 15.68%

Holding current value

$3.61 Million

Previous $2.87 Million 9.83%

% of portfolio

2.63%

Previous 2.6%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	BUY	$124.84 - $138.68 $422,084 - $468,877	3,381 Added 15.68%	24,937 $3.15 Million
Q2 2023 Jul 13, 2023	SELL	$120.69 - $133.93 $782,433 - $868,268	-6,483 Reduced 23.12%	21,556 $2.87 Million
Q1 2023 May 12, 2023	BUY	$124.32 - $140.43 $3.23 Million - $3.65 Million	25,992 Added 1269.76%	28,039 $3.72 Million
Q4 2022 Jan 24, 2023	SELL	$109.29 - $133.88 $77,158 - $94,519	-706 Reduced 25.64%	2,047 $0
Q3 2022 Oct 12, 2022	SELL	$106.58 - $130.61 $1.25 Million - $1.54 Million	-11,771 Reduced 81.05%	2,753 $298,000

Q2 2022 Jul 18, 2022	BUY	$117.72 - $154.02 $797,317 - $1.04 Million	6,773 Added 87.38%	14,524 $1.71 Million
Q1 2022 May 10, 2022	BUY	$128.72 - $151.73 $997,708 - $1.18 Million	7,751 New	7,751 $1.16 Million

Others Institutions Holding IYM

# of Institutions

215

Shares Held

2.12M

Call Options Held

1.8K

Put Options Held

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Milestone Advisory Partners with notifications on news.

Account

Milestone Advisory Partners Ishares Tr Transaction History