Milestone Investment Advisors LLC Ishares Tr Ishares Esg Aware 1 Transaction History
Milestone Investment Advisors LLC
- $360 Million
- Q4 2024
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 313,906 shares of SUSB stock, worth $7.81 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
313,906
Previous 306,955
2.26%
Holding current value
$7.81 Million
Previous $7.72 Million
0.4%
% of portfolio
2.15%
Previous 2.2%
Shares
9 transactions
Others Institutions Holding SUSB
# of Institutions
333Shares Held
30.9MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY3.07MShares$76.4 Million0.01% of portfolio
-
Envestnet Asset Management Inc2.24MShares$55.8 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.11MShares$27.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC874KShares$21.8 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A6801KShares$19.9 Million0.0% of portfolio