Milestone Investment Advisors LLC Ishares Tr Esg Advanced High Y Transaction History

Milestone Investment Advisors LLC

$360 Million
Q4 2024

A detailed history of Milestone Investment Advisors LLC transactions in Ishares Tr Esg Advanced High Y stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 5,393 shares of HYXF stock, worth $252,122. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,393

Previous 4,039 33.52%

Holding current value

$252,122

Previous $191,000 30.37%

% of portfolio

0.07%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$46.03 - $47.13 $62,324 - $63,814	1,354 Added 33.52%	5,393 $249,000
Q3 2024 Oct 30, 2024	BUY	$44.93 - $47.34 $14,781 - $15,574	329 Added 8.87%	4,039 $191,000
Q1 2024 May 14, 2024	SELL	$44.96 - $45.79 $2,023 - $2,060	-45 Reduced 1.2%	3,710 $169,000
Q4 2023 Feb 09, 2024	BUY	$42.09 - $45.76 $4,629 - $5,033	110 Added 3.02%	3,755 $170,000
Q3 2023 Nov 08, 2023	SELL	$43.07 - $44.49 $57,283 - $59,171	-1,330 Reduced 26.73%	3,645 $157,000
Q2 2023 Aug 02, 2023	BUY	$43.32 - $44.31 $6,714 - $6,868	155 Added 3.22%	4,975 $219,000
Q1 2023 May 16, 2023	BUY	$42.83 - $45.39 $76,023 - $80,567	1,775 Added 58.29%	4,820 $213,000
Q4 2022 Mar 15, 2023	BUY	$42.01 - $44.6 $127,920 - $135,807	3,045 New	3,045 $132 Million

Others Institutions Holding HYXF

# of Institutions

Shares Held

1.54M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ESG ADVANCED HIGH Y

Ticker HYXF
Sector ETFs
Industry ETFs

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Milestone Investment Advisors LLC Ishares Tr Esg Advanced High Y Transaction History