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 512,389 shares of IEFA stock, worth $38.3 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
512,389
Previous 508,396 0.79%
Holding current value
$38.3 Million
Previous $37.7 Million 1.36%
% of portfolio
0.4%
Previous 0.42%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$70.77 - $76.19 $282,584 - $304,226
3,993 Added 0.79%
512,389 $37.2 Million
Q1 2024

May 15, 2024

BUY
$68.14 - $74.43 $2.82 Million - $3.08 Million
41,364 Added 8.86%
508,396 $37.7 Million
Q4 2023

Feb 12, 2024

BUY
$61.3 - $70.47 $86,984 - $99,996
1,419 Added 0.3%
467,032 $32.9 Million
Q3 2023

Nov 13, 2023

BUY
$64.04 - $69.58 $176,238 - $191,484
2,752 Added 0.59%
465,613 $30 Million
Q2 2023

Aug 14, 2023

SELL
$66.03 - $69.1 $630,652 - $659,974
-9,551 Reduced 2.02%
462,861 $31.2 Million
Q1 2023

May 15, 2023

BUY
$62.17 - $67.7 $227,542 - $247,782
3,660 Added 0.78%
472,412 $31.6 Million
Q4 2022

Feb 15, 2023

BUY
$52.35 - $63.65 $285,935 - $347,656
5,462 Added 1.18%
468,752 $28.9 Million
Q3 2022

Nov 10, 2022

BUY
$52.32 - $63.1 $1.59 Million - $1.92 Million
30,474 Added 7.04%
463,290 $24.4 Million
Q2 2022

Aug 04, 2022

BUY
$57.91 - $70.46 $337,731 - $410,922
5,832 Added 1.37%
432,816 $25.5 Million
Q1 2022

May 02, 2022

SELL
$63.26 - $75.48 $174,154 - $207,796
-2,753 Reduced 0.64%
426,984 $29.7 Million
Q4 2021

Feb 08, 2022

BUY
$72.36 - $77.76 $685,683 - $736,853
9,476 Added 2.25%
429,737 $32.1 Million
Q3 2021

Nov 12, 2021

SELL
$72.98 - $78.2 $751,548 - $805,303
-10,298 Reduced 2.39%
420,261 $31.2 Million
Q2 2021

Aug 13, 2021

SELL
$73.11 - $77.88 $1.78 Million - $1.89 Million
-24,314 Reduced 5.35%
430,559 $32.2 Million
Q1 2021

May 14, 2021

SELL
$68.58 - $73.12 $628,810 - $670,437
-9,169 Reduced 1.98%
454,873 $32.8 Million
Q4 2020

Feb 11, 2021

SELL
$58.13 - $69.71 $739,471 - $886,780
-12,721 Reduced 2.67%
464,042 $32.1 Million
Q3 2020

Oct 30, 2020

BUY
$57.43 - $62.28 $4.33 Million - $4.69 Million
75,329 Added 18.76%
476,763 $28.7 Million
Q2 2020

Aug 06, 2020

SELL
$47.43 - $60.75 $1.16 Million - $1.49 Million
-24,549 Reduced 5.76%
401,434 $22.9 Million
Q1 2020

Apr 29, 2020

SELL
$43.31 - $66.12 $10.7 Million - $16.3 Million
-247,188 Reduced 36.72%
425,983 $21.3 Million
Q4 2019

Jan 17, 2020

BUY
$59.36 - $65.51 $11 Million - $12.1 Million
184,693 Added 37.81%
673,171 $43.9 Million
Q3 2019

Oct 30, 2019

SELL
$57.44 - $62.42 $4.27 Million - $4.64 Million
-74,292 Reduced 13.2%
488,478 $29.8 Million
Q2 2019

Jul 25, 2019

BUY
$59.39 - $62.73 $4.43 Million - $4.68 Million
74,619 Added 15.29%
562,770 $34.6 Million
Q1 2019

Apr 30, 2019

BUY
$54.44 - $61.46 $2.62 Million - $2.96 Million
48,137 Added 10.94%
488,151 $29.7 Million
Q4 2018

Jan 15, 2019

SELL
$53.06 - $64.19 $927,594 - $1.12 Million
-17,482 Reduced 3.82%
440,014 $24.2 Million
Q3 2018

Oct 23, 2018

BUY
$61.82 - $65.16 $1.69 Million - $1.78 Million
27,389 Added 6.37%
457,496 $29.3 Million
Q2 2018

Jul 20, 2018

BUY
$62.74 - $67.79 $4.79 Million - $5.17 Million
76,315 Added 21.57%
430,107 $27.3 Million
Q1 2018

Apr 20, 2018

BUY
$64.18 - $70.84 $7.84 Million - $8.66 Million
122,222 Added 52.78%
353,792 $23.3 Million
Q4 2017

Jan 19, 2018

BUY
$64.09 - $66.44 $9.44 Million - $9.78 Million
147,260 Added 174.66%
231,570 $15.3 Million
Q3 2017

Nov 22, 2017

BUY
$62.19 - $64.17 $2.16 Million - $2.23 Million
34,719 Added 70.01%
84,310 $5.41 Million
Q2 2017

Nov 22, 2017

BUY
N/A
18,450 Added 59.25%
49,591 $3.02 Million
Q1 2017

Nov 22, 2017

BUY
N/A
30,426 Added 4255.38%
31,141 $1.8 Million
Q4 2016

Nov 22, 2017

BUY
N/A
715
715 $38,000

Others Institutions Holding IEFA

About ISHARES TR


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