Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,978 shares of IBDT stock, worth $49,232. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,978
Previous 1,573 25.75%
Holding current value
$49,232
Previous $38,000 31.58%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$24.62 - $25.59 $9,971 - $10,363
405 Added 25.75%
1,978 $50,000
Q1 2024

May 15, 2024
SELL
$24.69 - $25.14 $19,900 - $20,262
-806 Reduced 33.88%
1,573 $39,000
Q3 2023

Nov 13, 2023
SELL
$23.94 - $24.67 $19,152 - $19,736
-800 Reduced 25.17%
2,379 $57,000
Q2 2023

Aug 14, 2023
SELL
$24.43 - $25.1 $58,558 - $60,164
-2,397 Reduced 42.99%
3,179 $77,000
Q1 2023

May 15, 2023
SELL
$24.16 - $25.2 $33,340 - $34,776
-1,380 Reduced 19.84%
5,576 $139,000
Q3 2022

Nov 10, 2022
SELL
$23.63 - $25.66 $472 - $513
-20 Reduced 0.29%
6,956 $165,000
Q2 2022

Aug 04, 2022
SELL
$24.36 - $26.23 $19,098 - $20,564
-784 Reduced 10.1%
6,976 $174,000
Q3 2021

Nov 12, 2021
BUY
$28.65 - $29.2 $61,884 - $63,072
2,160 Added 38.57%
7,760 $222,000
Q2 2021

Aug 13, 2021
BUY
$28.3 - $28.9 $99,955 - $102,074
3,532 Added 170.79%
5,600 $162,000
Q3 2020

Oct 30, 2020
BUY
$28.88 - $29.59 $59,723 - $61,192
2,068 New
2,068 $60,000

Others Institutions Holding IBDT

# of Institutions
303
Shares Held
67.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBDT Quotes by TradingView
  • Ticker IBDT
  • Sector ETFs
  • Industry ETFs
More about IBDT
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email