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 27,343 shares of SHV stock, worth $3.02 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
27,343
Previous 25,695 6.41%
Holding current value
$3.02 Million
Previous $2.84 Billion 5.91%
% of portfolio
0.66%
Previous 0.64%

Shares

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

Jan 23, 2025
BUY
$109.92 - $110.57 $181,148 - $182,219
1,648 Added 6.41%
27,343 $3.01 Billion
Q3 2024

Oct 25, 2024
BUY
$110.05 - $110.63 $237,708 - $238,960
2,160 Added 9.18%
25,695 $2.84 Billion
Q2 2024

Jul 19, 2024
BUY
$110.04 - $110.51 $353,228 - $354,737
3,210 Added 15.79%
23,535 $2.6 Billion
Q1 2024

Apr 23, 2024
BUY
$110.11 - $110.57 $2.24 Million - $2.25 Million
20,325 New
20,325 $2.25 Billion

Others Institutions Holding SHV

# of Institutions
725
Shares Held
103M
Call Options Held
3.8K
Put Options Held
0
View Full List

About ISHARES TR

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