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 $1.26 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
13,470
Previous 4,668 188.56%
Holding current value
$1.26 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
613
Shares Held
56.9M
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
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