Milestone Investment Advisors LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Milestone Investment Advisors LLC

  • $395 Million
  • Q3 2025

A detailed history of Milestone Investment Advisors LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 382,698 shares of SUSB stock, worth $9.64 Million. This represents 2.45% of its overall portfolio holdings.

Number of Shares
382,698
Previous 356,898 7.23%
Holding current value
$9.64 Million
Previous $8.98 Million 7.83%
% of portfolio
2.45%
Previous 2.42%

Shares

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

Nov 14, 2025
BUY
$25.0 - $25.33 $645,000 - $653,514
25,800 Added 7.23%
382,698 $9.69 Million
Q2 2025

Aug 13, 2025
BUY
$24.66 - $25.17 $699,308 - $713,770
28,358 Added 8.63%
356,898 $8.98 Million
Q1 2025

Apr 28, 2025
BUY
$24.6 - $24.99 $359,996 - $365,703
14,634 Added 4.66%
328,540 $8.21 Million
Q4 2024

Feb 12, 2025
BUY
$24.61 - $25.12 $171,064 - $174,609
6,951 Added 2.26%
313,906 $7.75 Million
Q3 2024

Oct 30, 2024
SELL
$24.38 - $25.2 $36,960 - $38,203
-1,516 Reduced 0.49%
306,955 $7.72 Million
Q2 2024

Aug 13, 2024
SELL
$24.19 - $24.51 $140,495 - $142,354
-5,808 Reduced 1.85%
308,471 $7.55 Million
Q1 2024

May 14, 2024
SELL
$24.32 - $24.57 $154,213 - $155,798
-6,341 Reduced 1.98%
314,279 $7.69 Million
Q4 2023

Feb 09, 2024
SELL
$23.56 - $24.48 $1.2 Million - $1.25 Million
-51,050 Reduced 13.74%
320,620 $7.85 Million
Q3 2023

Nov 08, 2023
SELL
$23.72 - $24.02 $270,360 - $273,779
-11,398 Reduced 2.98%
371,670 $8.83 Million
Q2 2023

Aug 02, 2023
SELL
$23.84 - $24.2 $494,155 - $501,617
-20,728 Reduced 5.13%
383,068 $9.16 Million
Q1 2023

May 16, 2023
SELL
$23.63 - $24.19 $31,404 - $32,148
-1,329 Reduced 0.33%
403,796 $9.72 Million
Q4 2022

Mar 15, 2023
BUY
$23.19 - $23.94 $9.39 Million - $9.7 Million
405,125 New
405,125 $9.63 Billion

Others Institutions Holding SUSB

# of Institutions
333
Shares Held
29.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES ESG AWARE 1

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