A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 6,294 shares of IBTJ stock, worth $133,810. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,294
Previous 1,780 253.6%
Holding current value
$133,810
Previous $38,000 265.79%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$21.22 - $22.22 $95,787 - $100,301
4,514 Added 253.6%
6,294 $139,000
Q3 2023

Nov 13, 2023

BUY
$20.92 - $21.75 $19,685 - $20,466
941 Added 112.16%
1,780 $37,000
Q2 2023

Aug 14, 2023

BUY
$21.6 - $22.42 $18,122 - $18,810
839 New
839 $18,000

Others Institutions Holding IBTJ

About ISHARES TR IBONDS DEC 2029 TRE


  • Ticker IBTJ
  • Sector ETFs
  • Industry ETFs
More about IBTJ
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.