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

Milestone Investment Advisors LLC

$395 Million
Q3 2025

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 5,057 shares of HYXF stock, worth $237,830. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,057

Previous 5,374 5.9%

Holding current value

$237,830

Previous $255,000 5.88%

% of portfolio

0.06%

Previous 0.07%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$46.88 - $47.56 $14,860 - $15,076	-317 Reduced 5.9%	5,057 $240,000
Q2 2025 Aug 13, 2025	SELL	$44.39 - $49.11 $665 - $736	-15 Reduced 0.28%	5,374 $255,000
Q1 2025 Apr 28, 2025	SELL	$46.06 - $46.94 $184 - $187	-4 Reduced 0.07%	5,389 $249,000
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

1.55M

Call Options Held

Put Options Held

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About ISHARES TR ESG ADVANCED HIGH Y

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