Milestone Investment Advisors LLC Ishares Tr Russell 200 Growth Transaction History

Milestone Investment Advisors LLC

$351 Million
Q3 2024

A detailed history of Milestone Investment Advisors LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 28,961 shares of IWY stock, worth $7.05 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares

28,961

Previous 43,500 33.42%

Holding current value

$7.05 Million

Previous $9.33 Million 31.71%

% of portfolio

1.82%

Previous 2.52%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$194.66 - $225.97 $2.83 Million - $3.29 Million	-14,539 Reduced 33.42%	28,961 $6.37 Million
Q2 2024 Aug 13, 2024	SELL	$183.56 - $216.15 $1.41 Million - $1.66 Million	-7,671 Reduced 14.99%	43,500 $9.33 Million
Q1 2024 May 14, 2024	SELL	$170.38 - $196.82 $981,048 - $1.13 Million	-5,758 Reduced 10.11%	51,171 $9.98 Million
Q4 2023 Feb 09, 2024	SELL	$149.01 - $175.92 $661,604 - $781,084	-4,440 Reduced 7.23%	56,929 $9.98 Million
Q3 2023 Nov 08, 2023	BUY	$152.69 - $164.44 $557,929 - $600,863	3,654 Added 6.33%	61,369 $9.44 Million
Q2 2023 Aug 02, 2023	BUY	$136.24 - $158.56 $234,332 - $272,723	1,720 Added 3.07%	57,715 $9.15 Million
Q1 2023 May 16, 2023	BUY	$117.74 - $138.93 $294,938 - $348,019	2,505 Added 4.68%	55,995 $7.78 Million
Q4 2022 Mar 15, 2023	BUY	$117.55 - $131.34 $6.29 Million - $7.03 Million	53,490 New	53,490 $6.45 Billion

Others Institutions Holding IWY

# of Institutions

530

Shares Held

49.9M

Call Options Held

12.3K

Put Options Held

5.1K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

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Milestone Investment Advisors LLC Ishares Tr Russell 200 Growth Transaction History