Steward Partners Investment Advisory, LLC Ishares Tr Transaction History

Steward Partners Investment Advisory, LLC

$8.95 Billion
Q1 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 5,868 shares of IAK stock, worth $661,675. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,868

Previous 5,868 -0.0%

Holding current value

$661,675

Previous $587,000 17.21%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	SELL	$89.71 - $100.92 $18,480 - $20,789	-206 Reduced 3.39%	5,868 $587,000
Q2 2023 Aug 14, 2023	SELL	$82.47 - $88.6 $8,576 - $9,214	-104 Reduced 1.68%	6,074 $533,000
Q1 2023 May 15, 2023	BUY	$81.37 - $95.04 $3,010 - $3,516	37 Added 0.6%	6,178 $528,000
Q4 2022 Feb 15, 2023	BUY	$89.07 - $94.36 $623 - $660	7 Added 0.11%	6,141 $561,000
Q3 2022 Nov 10, 2022	BUY	N/A	2,701 Added 78.68%	6,134 $485,000

Q2 2022 Aug 04, 2022	BUY	N/A	1,623 Added 89.67%	3,433 $285,000
Q1 2022 May 02, 2022	BUY	N/A	72 Added 4.14%	1,810 $165,000
Q3 2020 Oct 30, 2020	BUY	N/A	1,738 New	1,738 $97,000
Q1 2020 Apr 29, 2020	SELL	N/A	-32 Closed	0 $0
Q2 2019 Jul 25, 2019	BUY	N/A	32 New	32 $2,000

Others Institutions Holding IAK

# of Institutions

119

Shares Held

3.85M

Call Options Held

3.3K

Put Options Held

1.4K

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About ISHARES TR

Ticker IAK
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Steward Partners Investment Advisory, LLC Ishares Tr Transaction History