Milestone Asset Management, LLC Ishares Tr Transaction History

Milestone Asset Management, LLC

  • $454 Billion
  • Q4 2024

A detailed history of Milestone Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Milestone Asset Management, LLC holds 3,871 shares of ITA stock, worth $585,450. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,871
Previous 4,989 22.41%
Holding current value
$585,450
Previous $747 Million 24.63%
% of portfolio
0.12%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$144.31 - $157.31 $161,338 - $175,872
-1,118 Reduced 22.41%
3,871 $563 Million
Q3 2024

Oct 25, 2024
SELL
$131.58 - $149.64 $11,447 - $13,018
-87 Reduced 1.71%
4,989 $747 Million
Q2 2024

Jul 19, 2024
SELL
$127.05 - $137.39 $160,210 - $173,248
-1,261 Reduced 19.9%
5,076 $670 Million
Q1 2024

Apr 23, 2024
BUY
$119.3 - $131.93 $521,937 - $577,193
4,375 Added 222.99%
6,337 $836 Million
Q3 2023

Nov 13, 2023
BUY
$105.4 - $118.17 $206,794 - $231,849
1,962 New
1,962 $206 Million

Others Institutions Holding ITA

# of Institutions
752
Shares Held
21.1M
Call Options Held
704K
Put Options Held
446K
View Full List

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
Track This Portfolio

Track Milestone Asset Management, LLC Portfolio

Follow Milestone Asset Management, 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 Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email