Milestone Asset Management, LLC Ishares Tr Transaction History

Milestone Asset Management, LLC

  • $470 Billion
  • Q1 2025

A detailed history of Milestone Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Milestone Asset Management, LLC holds 13,470 shares of IYR stock, worth $1.28 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
13,470
Previous 4,668 188.56%
Holding current value
$1.28 Million
Previous $435 Million 196.85%
% of portfolio
0.27%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$89.49 - $98.98 $787,690 - $871,221
8,802 Added 188.56%
13,470 $1.29 Billion
Q4 2024

Jan 23, 2025
BUY
$90.74 - $102.87 $148,541 - $168,398
1,637 Added 54.01%
4,668 $435 Million
Q3 2024

Oct 25, 2024
BUY
$86.93 - $103.61 $17,125 - $20,411
197 Added 6.95%
3,031 $309 Million
Q2 2024

Jul 19, 2024
BUY
$81.6 - $89.23 $231,254 - $252,877
2,834 New
2,834 $249 Million

Others Institutions Holding IYR

# of Institutions
615
Shares Held
57M
Call Options Held
8.93M
Put Options Held
12.5M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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