Milestone Investment Advisors LLC Pimco Equity Ser Rafi Esg U S Transaction History

Milestone Investment Advisors LLC

  • $395 Million
  • Q3 2025

A detailed history of Milestone Investment Advisors LLC transactions in Pimco Equity Ser Rafi Esg U S stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 5,930 shares of RAFE stock, worth $242,833. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,930
Previous 5,927 0.05%
Holding current value
$242,833
Previous $226,000 6.64%
% of portfolio
0.06%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$37.49 - $40.7 $112 - $122
3 Added 0.05%
5,930 $241,000
Q2 2025

Aug 13, 2025
BUY
$32.04 - $38.14 $64 - $76
2 Added 0.03%
5,927 $226,000
Q1 2025

Apr 28, 2025
SELL
$35.66 - $38.5 $3,530 - $3,811
-99 Reduced 1.64%
5,925 $215,000
Q4 2024

Feb 12, 2025
SELL
$36.21 - $38.2 $506 - $534
-14 Reduced 0.23%
6,024 $218,000
Q3 2024

Oct 30, 2024
BUY
$33.64 - $37.25 $33 - $37
1 Added 0.02%
6,038 $224,000
Q2 2024

Aug 13, 2024
SELL
$33.21 - $35.48 $84,154 - $89,906
-2,534 Reduced 29.56%
6,037 $212,000
Q4 2023

Feb 09, 2024
BUY
$27.87 - $32.76 $1,783 - $2,096
64 Added 0.75%
8,571 $278,000
Q3 2023

Nov 08, 2023
BUY
$28.92 - $31.2 $24,957 - $26,925
863 Added 11.29%
8,507 $247,000
Q2 2023

Aug 02, 2023
SELL
$28.25 - $30.41 $218,033 - $234,704
-7,718 Reduced 50.24%
7,644 $232,000
Q1 2023

May 16, 2023
BUY
$27.33 - $29.92 $5,466 - $5,984
200 Added 1.32%
15,362 $443,000
Q4 2022

Mar 15, 2023
BUY
$25.25 - $29.66 $382,840 - $449,704
15,162 New
15,162 $423 Million

Others Institutions Holding RAFE

# of Institutions
31
Shares Held
1.49M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO EQUITY SER RAFI ESG U S

RAFE Quotes by TradingView
  • Ticker RAFE
  • Sector ETFs
  • Industry ETFs
More about RAFE
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