Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2024 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 2024 Ter stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 399,950 shares of IBTE stock, worth $9.55 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
399,950
Previous 430,889 7.18%
Holding current value
$9.55 Million
Previous $10.3 Million 7.1%
% of portfolio
0.09%
Previous 0.11%

Shares

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

Nov 14, 2024
SELL
$23.88 - $24.01 $738,823 - $742,845
-30,939 Reduced 7.18%
399,950 $9.6 Million
Q2 2024

Aug 08, 2024
BUY
$23.85 - $23.98 $261,157 - $262,581
10,950 Added 2.61%
430,889 $10.3 Million
Q1 2024

May 15, 2024
BUY
$23.85 - $23.95 $675,408 - $678,240
28,319 Added 7.23%
419,939 $10.1 Million
Q4 2023

Feb 12, 2024
BUY
$23.75 - $23.91 $8.34 Million - $8.4 Million
351,198 Added 868.83%
391,620 $9.34 Million
Q3 2023

Nov 13, 2023
SELL
$23.72 - $23.85 $6,380 - $6,415
-269 Reduced 0.66%
40,422 $963,000
Q2 2023

Aug 14, 2023
SELL
$23.77 - $24.01 $133,872 - $135,224
-5,632 Reduced 12.16%
40,691 $968,000
Q1 2023

May 15, 2023
SELL
$23.67 - $24.08 $55,127 - $56,082
-2,329 Reduced 4.79%
46,323 $1.11 Million
Q4 2022

Feb 15, 2023
BUY
$23.73 - $23.95 $1.15 Million - $1.17 Million
48,652 New
48,652 $1.16 Million

Others Institutions Holding IBTE

# of Institutions
244
Shares Held
56M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

IBTE Quotes by TradingView
  • Ticker IBTE
  • Sector ETFs
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