Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 402,208 shares of IBTG stock, worth $9.19 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

402,208

Previous 406,954 1.17%

Holding current value

$9.19 Million

Previous $9.39 Million 2.28%

% of portfolio

0.08%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$22.72 - $23.0 $107,829 - $109,158	-4,746 Reduced 1.17%	402,208 $9.17 Million
Q3 2024 Nov 14, 2024	SELL	$22.55 - $23.1 $771,683 - $790,505	-34,221 Reduced 7.76%	406,954 $9.39 Million
Q2 2024 Aug 08, 2024	BUY	$22.46 - $22.66 $583,892 - $589,092	25,997 Added 6.26%	441,175 $10 Million
Q1 2024 May 15, 2024	BUY	$22.62 - $22.94 $790,840 - $802,028	34,962 Added 9.2%	415,178 $9.43 Million
Q4 2023 Feb 12, 2024	BUY	$22.32 - $22.86 $8.3 Million - $8.51 Million	372,087 Added 4577.28%	380,216 $8.69 Million
Q2 2022 Aug 04, 2022	BUY	$23.01 - $23.88 $187,048 - $194,120	8,129 New	8,129 $192,000

Others Institutions Holding IBTG

# of Institutions

258

Shares Held

57M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

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Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History