Milestone Investment Advisors LLC Ishares Barclays Transaction History

Milestone Investment Advisors LLC

$351 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Mar 15, 2023	BUY	$92.93 - $99.14 $1,579 - $1,685	17 New	17 $1.63 Million

Others Institutions Holding IEF

# of Institutions

1,069

Shares Held

310M

Call Options Held

13.2M

Put Options Held

13.9M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

49.2M
Shares

$4.58 Billion
1.84% of portfolio
Jpmorgan Chase & CO New York, NY

27.8M
Shares

$2.59 Billion
0.22% of portfolio
Wealthfront Advisers LLC

15.6M
Shares

$1.46 Billion
1.2% of portfolio
Morgan Stanley New York, NY

14.1M
Shares

$1.32 Billion
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.2M
Shares

$1.23 Billion
0.34% of portfolio

About ISHARES BARCLAYS

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