Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2025 Ter 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 Ibonds Dec 2025 Ter stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 78,375 shares of IBMN stock, worth $2.08 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
78,375
Previous 85,166 7.97%
Holding current value
$2.08 Million
Previous $2.26 Million 8.31%
% of portfolio
0.02%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$26.4 - $26.55 $179,282 - $180,301
-6,791 Reduced 7.97%
78,375 $2.07 Million
Q4 2023

Feb 12, 2024
SELL
$26.02 - $26.55 $734,570 - $749,533
-28,231 Reduced 24.9%
85,166 $2.26 Million
Q3 2023

Nov 13, 2023
SELL
$26.08 - $26.38 $72,971 - $73,811
-2,798 Reduced 2.41%
113,397 $2.96 Million
Q2 2023

Aug 14, 2023
SELL
$26.14 - $26.64 $80,511 - $82,051
-3,080 Reduced 2.58%
116,195 $3.06 Million
Q1 2023

May 15, 2023
SELL
$26.16 - $26.7 $11,196 - $11,427
-428 Reduced 0.36%
119,275 $3.17 Million
Q4 2022

Feb 15, 2023
SELL
$25.94 - $26.5 $271,643 - $277,508
-10,472 Reduced 8.04%
119,703 $3.16 Million
Q3 2022

Nov 10, 2022
SELL
$26.01 - $26.92 $118,865 - $123,024
-4,570 Reduced 3.39%
130,175 $3.37 Million
Q2 2022

Aug 04, 2022
BUY
$26.16 - $26.71 $3.47 Million - $3.55 Million
132,811 Added 6867.17%
134,745 $3.59 Million
Q2 2019

Jul 25, 2019
BUY
$26.38 - $26.91 $51,018 - $52,043
1,934 New
1,934 $52,000

Others Institutions Holding IBMN

# of Institutions
159
Shares Held
17.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

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