A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 191,448 shares of IDV stock, worth $5.2 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
191,448
Previous 187,295 2.22%
Holding current value
$5.2 Million
Previous $5.18 Million 11.68%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 14, 2024

BUY
$27.62 - $30.64 $114,705 - $127,247
4,153 Added 2.22%
191,448 $5.79 Million
Q2 2024

Aug 08, 2024

SELL
$26.94 - $30.1 $614,124 - $686,159
-22,796 Reduced 10.85%
187,295 $5.18 Million
Q1 2024

May 15, 2024

BUY
$26.95 - $28.13 $653,807 - $682,433
24,260 Added 13.05%
210,091 $5.89 Million
Q4 2023

Feb 12, 2024

BUY
$24.46 - $28.13 $330,405 - $379,980
13,508 Added 7.84%
185,831 $5.2 Million
Q3 2023

Nov 13, 2023

BUY
$25.3 - $27.59 $773,243 - $843,233
30,563 Added 21.56%
172,323 $4.38 Million
Q2 2023

Aug 14, 2023

BUY
$25.86 - $28.52 $19,188 - $21,161
742 Added 0.53%
141,760 $3.73 Million
Q1 2023

May 15, 2023

BUY
$26.54 - $29.5 $725,656 - $806,589
27,342 Added 24.05%
141,018 $3.88 Million
Q4 2022

Feb 15, 2023

BUY
$22.26 - $27.56 $30,674 - $37,977
1,378 Added 1.23%
113,676 $3.09 Million
Q3 2022

Nov 10, 2022

SELL
$22.53 - $28.47 $27,171 - $34,334
-1,206 Reduced 1.06%
112,298 $2.53 Million
Q2 2022

Aug 04, 2022

SELL
$26.84 - $32.0 $1.38 Million - $1.64 Million
-51,291 Reduced 31.12%
113,504 $3.08 Million
Q1 2022

May 02, 2022

BUY
$29.99 - $33.33 $161,436 - $179,415
5,383 Added 3.38%
164,795 $5.23 Million
Q4 2021

Feb 08, 2022

BUY
$29.77 - $31.71 $317,824 - $338,535
10,676 Added 7.18%
159,412 $4.97 Million
Q3 2021

Nov 12, 2021

SELL
$30.42 - $32.96 $63,151 - $68,424
-2,076 Reduced 1.38%
148,736 $4.53 Million
Q2 2021

Aug 13, 2021

SELL
$31.67 - $34.02 $158,191 - $169,929
-4,995 Reduced 3.21%
150,812 $4.89 Million
Q1 2021

May 14, 2021

BUY
$29.53 - $32.13 $205,942 - $224,074
6,974 Added 4.69%
155,807 $0
Q4 2020

Feb 11, 2021

SELL
$24.08 - $29.73 $424,024 - $523,515
-17,609 Reduced 10.58%
148,833 $4.39 Million
Q3 2020

Oct 30, 2020

BUY
$24.68 - $26.95 $16,757 - $18,299
679 Added 0.41%
166,442 $4.15 Million
Q2 2020

Aug 06, 2020

BUY
$21.21 - $27.95 $25,854 - $34,071
1,219 Added 0.74%
165,763 $4.16 Million
Q1 2020

Apr 29, 2020

BUY
$19.58 - $34.05 $289,490 - $503,429
14,785 Added 9.87%
164,544 $3.72 Million
Q4 2019

Jan 17, 2020

BUY
$29.79 - $33.61 $3.85 Million - $4.34 Million
129,177 Added 627.62%
149,759 $5.03 Million
Q3 2019

Oct 30, 2019

BUY
$30.41 - $31.26 $140,007 - $143,921
4,604 Added 28.81%
20,582 $632,000
Q2 2019

Jul 25, 2019

BUY
N/A
595 Added 3.87%
15,978 $490,000
Q1 2019

Apr 30, 2019

SELL
N/A
-1,984 Reduced 11.42%
15,383 $474,000
Q4 2018

Jan 15, 2019

SELL
N/A
-13,565 Reduced 43.85%
17,367 $498,000
Q3 2018

Oct 23, 2018

BUY
N/A
4,711 Added 17.97%
30,932 $1.01 Million
Q2 2018

Jul 20, 2018

SELL
N/A
-6,950 Reduced 20.95%
26,221 $840,000
Q1 2018

Apr 20, 2018

BUY
N/A
12,625 Added 61.45%
33,171 $1.09 Million
Q4 2017

Jan 19, 2018

BUY
N/A
6,679 Added 48.16%
20,546 $694,000
Q3 2017

Nov 22, 2017

BUY
N/A
4,969 Added 55.84%
13,867 $468,000
Q2 2017

Nov 22, 2017

BUY
N/A
2,700 Added 43.56%
8,898 $291,000
Q1 2017

Nov 22, 2017

BUY
N/A
5,604 Added 943.43%
6,198 $194,000
Q4 2016

Nov 22, 2017

BUY
N/A
594
594 $17,000

Others Institutions Holding IDV

About ISHARES TR


  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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