Milestone Investment Advisors LLC Ishares Esg Advanced Msci Usa Transaction History

Milestone Investment Advisors LLC

  • $395 Million
  • Q3 2025

A detailed history of Milestone Investment Advisors LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 5,752 shares of USXF stock, worth $327,691. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,752
Previous 5,757 0.09%
Holding current value
$327,691
Previous $310,000 6.13%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Nov 14, 2025
SELL
$53.69 - $57.31 $268 - $286
-5 Reduced 0.09%
5,752 $329,000
Q2 2025

Aug 13, 2025
SELL
$41.54 - $53.93 $25,962 - $33,706
-625 Reduced 9.79%
5,757 $310,000
Q1 2025

Apr 28, 2025
SELL
$46.38 - $52.65 $18,273 - $20,744
-394 Reduced 5.81%
6,382 $297,000
Q4 2024

Feb 12, 2025
SELL
$48.45 - $52.57 $484 - $525
-10 Reduced 0.15%
6,776 $336,000
Q3 2024

Oct 30, 2024
BUY
$43.59 - $49.35 $151,126 - $171,096
3,467 Added 104.46%
6,786 $333,000
Q2 2024

Aug 13, 2024
BUY
$41.56 - $47.79 $58,142 - $66,858
1,399 Added 72.86%
3,319 $154,000
Q1 2024

May 14, 2024
SELL
$38.81 - $45.23 $698 - $814
-18 Reduced 0.93%
1,920 $86,000
Q2 2023

Aug 02, 2023
SELL
$32.33 - $35.95 $32,330 - $35,950
-1,000 Reduced 34.04%
1,938 $69,000
Q1 2023

May 16, 2023
BUY
$30.39 - $33.7 $1,154 - $1,280
38 Added 1.31%
2,938 $97,000
Q4 2022

Mar 15, 2023
BUY
$27.72 - $32.46 $80,388 - $94,134
2,900 New
2,900 $88.9 Million

Others Institutions Holding USXF

# of Institutions
286
Shares Held
16.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI USA

USXF Quotes by TradingView
  • Ticker USXF
  • Sector Technology
More about USXF
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