Steward Partners Investment Advisory, LLC Ishares Tr Ibonds December 202 Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 61,134 shares of IBMP stock, worth $1.55 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

61,134

Previous 75,027 18.52%

Holding current value

$1.55 Million

Previous $1.91 Million 19.54%

% of portfolio

0.01%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$25.08 - $25.43 $348,436 - $353,298	-13,893 Reduced 18.52%	61,134 $1.54 Million
Q3 2024 Nov 14, 2024	SELL	$24.92 - $25.47 $489,129 - $499,925	-19,628 Reduced 20.74%	75,027 $1.91 Million
Q2 2024 Aug 08, 2024	SELL	$24.83 - $25.08 $69,325 - $70,023	-2,792 Reduced 2.87%	94,655 $2.37 Million
Q1 2024 May 15, 2024	SELL	$25.17 - $25.41 $124,818 - $126,008	-4,959 Reduced 4.84%	97,447 $2.45 Million
Q4 2023 Feb 12, 2024	SELL	$24.36 - $25.42 $724,661 - $756,194	-29,748 Reduced 22.51%	102,406 $2.6 Million
Q3 2023 Nov 13, 2023	SELL	$24.48 - $25.15 $215,938 - $221,848	-8,821 Reduced 6.26%	132,154 $3.24 Million
Q2 2023 Aug 14, 2023	SELL	$24.82 - $25.61 $80,243 - $82,797	-3,233 Reduced 2.24%	140,975 $3.53 Million
Q1 2023 May 15, 2023	SELL	$24.89 - $25.65 $54,110 - $55,763	-2,174 Reduced 1.49%	144,208 $3.67 Million
Q4 2022 Feb 15, 2023	SELL	$24.29 - $25.21 $219,824 - $228,150	-9,050 Reduced 5.82%	146,382 $3.67 Million
Q3 2022 Nov 10, 2022	SELL	$24.39 - $25.71 $117,315 - $123,665	-4,810 Reduced 3.0%	155,432 $3.79 Million
Q2 2022 Aug 04, 2022	BUY	$24.68 - $25.42 $3.76 Million - $3.87 Million	152,382 Added 1938.7%	160,242 $4.03 Million
Q1 2022 May 02, 2022	BUY	$25.38 - $27.0 $199,486 - $212,220	7,860 New	7,860 $200,000

Others Institutions Holding IBMP

# of Institutions

157

Shares Held

19.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DECEMBER 202

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Steward Partners Investment Advisory, LLC Ishares Tr Ibonds December 202 Transaction History