Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2028 Ter 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 Dec 2028 Ter stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 9,893 shares of IBMQ stock, worth $250,193. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,893
Previous 10,163 2.66%
Holding current value
$250,193
Previous $260,000 4.23%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$25.06 - $25.59 $6,766 - $6,909
-270 Reduced 2.66%
9,893 $249,000
Q4 2023

Feb 12, 2024
BUY
$24.26 - $25.61 $209,557 - $221,219
8,638 Added 566.43%
10,163 $260,000
Q3 2023

Nov 13, 2023
BUY
$24.41 - $25.28 $19,479 - $20,173
798 Added 109.77%
1,525 $37,000
Q2 2023

Aug 14, 2023
BUY
$24.9 - $25.77 $18,102 - $18,734
727 New
727 $18,000

Others Institutions Holding IBMQ

# of Institutions
141
Shares Held
15.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBMQ Quotes by TradingView
  • Ticker IBMQ
  • Sector ETFs
  • Industry ETFs
More about IBMQ
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