A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 3,330 shares of IBDW stock, worth $68,398. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,330
Previous 2,542 31.0%
Holding current value
$68,398
Previous $51,000 37.25%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$20.12 - $21.28 $15,854 - $16,768
788 Added 31.0%
3,330 $70,000
Q3 2023

Nov 13, 2023

BUY
$19.34 - $20.36 $19,494 - $20,522
1,008 Added 65.71%
2,542 $49,000
Q2 2023

Aug 14, 2023

BUY
$20.06 - $20.81 $30,772 - $31,922
1,534 New
1,534 $31,000

Others Institutions Holding IBDW

About ISHARES TR IBONDS DEC 2031 TER


  • Ticker IBDW
More about IBDW
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