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

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024

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 22,265 shares of IAI stock, worth $3.2 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
22,265
Previous 22,183 0.37%
Holding current value
$3.2 Million
Previous $2.57 Million 1.17%
% of portfolio
0.03%
Previous 0.03%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
157
Shares Held
8.64M
Call Options Held
4.7K
Put Options Held
300
View Full List

About ISHARES TR US BROKER-DEALERS &

IAI Quotes by TradingView
  • Ticker IAI
  • Sector ETFs
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More about IAI
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