Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 383,226 shares of IBTH stock, worth $8.56 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

383,226

Previous 387,381 1.07%

Holding current value

$8.56 Million

Previous $8.77 Million 3.0%

% of portfolio

0.08%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$22.1 - $22.59 $91,825 - $93,861	-4,155 Reduced 1.07%	383,226 $8.51 Million
Q3 2024 Nov 14, 2024	SELL	$21.96 - $22.69 $529,192 - $546,783	-24,098 Reduced 5.86%	387,381 $8.77 Million
Q2 2024 Aug 08, 2024	BUY	$21.83 - $22.09 $625,669 - $633,121	28,661 Added 7.49%	411,479 $9.09 Million
Q1 2024 May 15, 2024	BUY	$22.05 - $22.46 $566,707 - $577,244	25,701 Added 7.2%	382,818 $8.48 Million
Q4 2023 Feb 12, 2024	BUY	$21.61 - $22.41 $7.54 Million - $7.82 Million	348,877 Added 4233.94%	357,117 $8 Million
Q2 2022 Aug 04, 2022	BUY	$22.54 - $23.63 $185,729 - $194,711	8,240 New	8,240 $191,000

Others Institutions Holding IBTH

# of Institutions

234

Shares Held

45.1M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

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Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History