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 976 shares of IEO stock, worth $94,681. This represents 0.0% of its overall portfolio holdings.

Number of Shares
976
Previous 976 -0.0%
Holding current value
$94,681
Previous $104,000 6.73%
% of portfolio
0.0%
Previous 0.0%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$87.76 - $106.97 $70,295 - $85,682
801 Added 457.71%
976 $104,000
Q3 2023

Nov 13, 2023

SELL
$82.81 - $101.54 $8,281 - $10,154
-100 Reduced 36.36%
175 $17,000
Q2 2023

Aug 14, 2023

SELL
$78.88 - $90.31 $130,940 - $149,914
-1,660 Reduced 85.79%
275 $23,000
Q1 2023

May 15, 2023

SELL
$79.25 - $98.78 $1.48 Million - $1.85 Million
-18,708 Reduced 90.63%
1,935 $166,000
Q4 2022

Feb 15, 2023

BUY
$88.39 - $105.94 $989,791 - $1.19 Million
11,198 Added 118.56%
20,643 $1.92 Million
Q3 2022

Nov 10, 2022

SELL
$72.71 - $96.38 $690,963 - $915,899
-9,503 Reduced 50.15%
9,445 $787,000
Q2 2022

Aug 04, 2022

BUY
$76.86 - $105.4 $1.02 Million - $1.39 Million
13,216 Added 230.57%
18,948 $1.48 Million
Q1 2022

May 02, 2022

BUY
$63.08 - $87.03 $357,474 - $493,199
5,667 Added 8718.46%
5,732 $483,000
Q4 2020

Feb 11, 2021

SELL
$24.48 - $38.57 $2,399 - $3,779
-98 Reduced 60.12%
65 $2,000
Q3 2020

Oct 30, 2020

SELL
$26.44 - $34.76 $172,150 - $226,322
-6,511 Reduced 97.56%
163 $4,000
Q2 2020

Aug 06, 2020

BUY
$21.51 - $42.97 $135,706 - $271,097
6,309 Added 1728.49%
6,674 $225,000
Q1 2020

Apr 29, 2020

SELL
$19.12 - $56.83 $8,489 - $25,232
-444 Reduced 54.88%
365 $8,000
Q4 2019

Jan 17, 2020

BUY
$48.08 - $55.61 $2,163 - $2,502
45 Added 5.89%
809 $44,000
Q3 2019

Oct 30, 2019

SELL
$46.4 - $56.22 $277,472 - $336,195
-5,980 Reduced 88.67%
764 $38,000
Q2 2019

Jul 25, 2019

BUY
$51.68 - $62.69 $4,547 - $5,516
88 Added 1.32%
6,744 $378,000
Q1 2019

Apr 30, 2019

SELL
$52.48 - $59.62 $42,613 - $48,411
-812 Reduced 10.87%
6,656 $387,000
Q4 2018

Jan 15, 2019

BUY
$47.66 - $78.42 $53,808 - $88,536
1,129 Added 17.81%
7,468 $385,000
Q3 2018

Oct 23, 2018

SELL
$70.3 - $76.8 $396,210 - $432,844
-5,636 Reduced 47.06%
6,339 $481,000
Q2 2018

Jul 20, 2018

BUY
$61.7 - $77.17 $372,359 - $465,720
6,035 Added 101.6%
11,975 $890,000
Q1 2018

Apr 20, 2018

SELL
$59.09 - $70.13 $22,217 - $26,368
-376 Reduced 5.95%
5,940 $377,000
Q4 2017

Jan 19, 2018

BUY
$56.9 - $65.65 $359,380 - $414,645
6,316
6,316 $410,000

Others Institutions Holding IEO

About ISHARES TR


  • Ticker IEO
  • Sector ETFs
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