Steward Partners Investment Advisory, LLC Ishares Tr Us Broker Dealers & Transaction History

Steward Partners Investment Advisory, LLC

$10.9 Billion
Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 27,660 shares of IAI stock, worth $4.27 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

27,660

Previous 28,448 2.77%

Holding current value

$4.27 Million

Previous $4.1 Million 5.46%

% of portfolio

0.04%

Previous 0.04%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$134.68 - $159.3 $106,127 - $125,528	-788 Reduced 2.77%	27,660 $3.88 Million
Q4 2024 Feb 06, 2025	BUY	$127.59 - $153.41 $188,578 - $226,739	1,478 Added 5.48%	28,448 $4.1 Million
Q3 2024 Nov 14, 2024	BUY	$115.73 - $128.74 $544,509 - $605,721	4,705 Added 21.13%	26,970 $3.47 Million
Q2 2024 Aug 08, 2024	BUY	$109.7 - $120.13 $8,995 - $9,850	82 Added 0.37%	22,265 $2.6 Million
Q1 2024 May 15, 2024	BUY	$103.68 - $116.01 $3,732 - $4,176	36 Added 0.16%	22,183 $2.57 Million
Q4 2023 Feb 12, 2024	BUY	$85.18 - $109.1 $60,818 - $77,897	714 Added 3.33%	22,147 $2.4 Million
Q3 2023 Nov 13, 2023	BUY	$89.26 - $99.15 $20,351 - $22,606	228 Added 1.08%	21,433 $1.95 Million
Q2 2023 Aug 14, 2023	SELL	$85.9 - $93.7 $282,095 - $307,710	-3,284 Reduced 13.41%	21,205 $1.92 Million
Q1 2023 May 15, 2023	SELL	$87.46 - $104.89 $33,234 - $39,858	-380 Reduced 1.53%	24,489 $2.24 Million
Q4 2022 Feb 15, 2023	BUY	$85.82 - $103.08 $28,148 - $33,810	328 Added 1.34%	24,869 $2.39 Million
Q3 2022 Nov 10, 2022	BUY	$81.8 - $99.58 $80,736 - $98,285	987 Added 4.19%	24,541 $2.1 Million
Q2 2022 Aug 04, 2022	SELL	$81.32 - $99.97 $1.19 Million - $1.47 Million	-14,670 Reduced 38.38%	23,554 $1.98 Million
Q1 2022 May 02, 2022	BUY	$94.42 - $114.54 $348,032 - $422,194	3,686 Added 10.67%	38,224 $3.82 Million
Q4 2021 Feb 08, 2022	BUY	$104.77 - $116.15 $1.39 Million - $1.54 Million	13,220 Added 62.01%	34,538 $3.81 Million
Q3 2021 Nov 12, 2021	SELL	$97.62 - $110.73 $10,445 - $11,848	-107 Reduced 0.5%	21,318 $2.23 Million
Q2 2021 Aug 13, 2021	BUY	$93.65 - $103.34 $277,765 - $306,506	2,966 Added 16.07%	21,425 $2.19 Million
Q1 2021 May 14, 2021	BUY	$79.16 - $96.74 $1.41 Million - $1.72 Million	17,759 Added 2537.0%	18,459 $1.7 Million
Q2 2020 Aug 06, 2020	SELL	$49.38 - $66.46 $181,175 - $243,841	-3,669 Reduced 83.98%	700 $42,000
Q1 2020 Apr 29, 2020	SELL	$43.05 - $72.21 $190,582 - $319,673	-4,427 Reduced 50.33%	4,369 $223,000
Q4 2019 Jan 17, 2020	BUY	$60.27 - $68.92 $59,607 - $68,161	989 Added 12.67%	8,796 $602,000
Q3 2019 Oct 30, 2019	BUY	$61.2 - $66.75 $115,545 - $126,024	1,888 Added 31.9%	7,807 $502,000
Q2 2019 Jul 25, 2019	BUY	$60.17 - $64.18 $356,146 - $379,881	5,919 New	5,919 $373,000
Q4 2018 Jan 15, 2019	SELL	$52.67 - $63.57 $36,869 - $44,499	-700 Closed	0 $0
Q1 2018 Apr 20, 2018	BUY	$62.08 - $70.28 $43,456 - $49,196	700 New	700 $45,000

Others Institutions Holding IAI

# of Institutions

196

Shares Held

6.7M

Call Options Held

38K

Put Options Held

103K

View Full List

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Steward Partners Investment Advisory, LLC Ishares Tr Us Broker Dealers & Transaction History