Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 387,381 shares of IBTH stock, worth $8.58 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
387,381
Previous 411,479 5.86%
Holding current value
$8.58 Million
Previous $9.09 Million 3.47%
% of portfolio
0.08%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
199
Shares Held
32.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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