Milestone Investment Advisors LLC Ishares Trust Ishares Esg Awar Transaction History

Milestone Investment Advisors LLC

$360 Million
Q4 2024

A detailed history of Milestone Investment Advisors LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 4,890 shares of ESGD stock, worth $403,473. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,890

Previous 4,889 0.02%

Holding current value

$403,473

Previous $411,000 9.49%

% of portfolio

0.1%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$75.65 - $83.47 $75 - $83	1 Added 0.02%	4,890 $372,000
Q2 2024 Aug 13, 2024	BUY	$76.22 - $82.36 $76 - $82	1 Added 0.02%	4,889 $385,000
Q1 2024 May 14, 2024	SELL	$73.39 - $80.18 $132,102 - $144,324	-1,800 Reduced 26.91%	4,888 $390,000
Q4 2023 Feb 09, 2024	BUY	$65.9 - $75.7 $32,950 - $37,850	500 Added 8.08%	6,688 $505,000
Q3 2023 Nov 08, 2023	BUY	$68.87 - $74.82 $5,853 - $6,359	85 Added 1.39%	6,188 $427,000
Q2 2023 Aug 02, 2023	BUY	$70.97 - $74.19 $114,474 - $119,668	1,613 Added 35.92%	6,103 $445,000
Q1 2023 May 16, 2023	BUY	$66.27 - $72.39 $8,084 - $8,831	122 Added 2.79%	4,490 $322,000
Q4 2022 Mar 15, 2023	BUY	$55.83 - $67.96 $243,865 - $296,849	4,368 New	4,368 $287 Million

Others Institutions Holding ESGD

# of Institutions

661

Shares Held

95.8M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Milestone Investment Advisors LLC Ishares Trust Ishares Esg Awar Transaction History