Steward Partners Investment Advisory, LLC Ishares Ibonds Dec 2024 Term C Transaction History

Steward Partners Investment Advisory, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$24.89 - $25.05 $65,162 - $65,580	2,618 New	2,618 $65,000
Q3 2023 Nov 13, 2023	SELL	$24.53 - $24.74 $70,155 - $70,756	-2,860 Reduced 15.75%	15,300 $378,000
Q2 2023 Aug 14, 2023	SELL	$24.51 - $24.65 $14,706 - $14,790	-600 Reduced 3.2%	18,160 $447,000
Q4 2022 Feb 15, 2023	BUY	$24.17 - $24.5 $132,935 - $134,750	5,500 Added 41.48%	18,760 $458,000
Q3 2022 Nov 10, 2022	BUY	$24.3 - $24.9 $315,900 - $323,700	13,000 Added 5000.0%	13,260 $323,000
Q2 2022 Aug 04, 2022	SELL	$24.47 - $25.06 $117,553 - $120,388	-4,804 Reduced 94.87%	260 $6,000
Q2 2021 Aug 13, 2021	SELL	$26.31 - $26.47 $136,969 - $137,802	-5,206 Reduced 50.69%	5,064 $134,000
Q1 2021 May 14, 2021	BUY	$26.3 - $26.59 $110,118 - $111,332	4,187 Added 68.83%	10,270 $0
Q4 2019 Jan 17, 2020	SELL	$25.53 - $25.8 $995 - $1,006	-39 Reduced 0.64%	6,083 $156,000
Q2 2019 Jul 25, 2019	SELL	N/A	-1,988 Reduced 24.51%	6,122 $155,000
Q1 2019 Apr 30, 2019	SELL	N/A	-1,192 Reduced 12.81%	8,110 $201,000
Q2 2018 Jul 20, 2018	BUY	N/A	9,302 New	9,302 $224,000

385

75M

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