Steward Partners Investment Advisory, LLC Ishares S&P Midcap 400 Growth Transaction History

Steward Partners Investment Advisory, LLC

  • $8.95 Billion
  • Q1 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 328,452 shares of IJK stock, worth $28.7 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
328,452
Previous 273,804 19.96%
Holding current value
$28.7 Million
Previous $21.7 Million 38.18%
% of portfolio
0.34%
Previous 0.3%

Shares

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

May 15, 2024
BUY
$76.81 - $91.25 $4.2 Million - $4.99 Million
54,648 Added 19.96%
328,452 $30 Million
Q4 2023

Feb 12, 2024
SELL
$67.78 - $80.04 $134,001 - $158,239
-1,977 Reduced 0.72%
273,804 $21.7 Million
Q3 2023

Nov 13, 2023
SELL
$71.48 - $77.94 $128,592 - $140,214
-1,799 Reduced 0.65%
275,781 $19.9 Million
Q2 2023

Aug 14, 2023
SELL
$69.13 - $75.0 $2.03 Million - $2.2 Million
-29,361 Reduced 9.57%
277,580 $20.8 Million
Q1 2023

May 15, 2023
BUY
$67.77 - $74.78 $369,143 - $407,326
5,447 Added 1.81%
306,941 $21.9 Million
Q4 2022

Feb 15, 2023
BUY
$66.9 - $72.95 $1.5 Million - $1.64 Million
22,484 Added 8.06%
301,494 $20.6 Million
Q3 2022

Nov 10, 2022
BUY
N/A
5,159 Added 1.88%
279,010 $17.6 Million
Q2 2022

Aug 04, 2022
SELL
N/A
-6,247 Reduced 2.23%
273,851 $17.5 Million
Q1 2022

May 02, 2022
BUY
N/A
1,859 Added 0.67%
280,098 $21.6 Million
Q4 2021

Feb 08, 2022
SELL
N/A
-1,580 Reduced 0.56%
278,239 $23.7 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-2,005 Reduced 0.71%
279,819 $22.2 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-71,545 Reduced 20.25%
281,824 $22.8 Million
Q1 2021

May 14, 2021
BUY
N/A
57,687 Added 19.51%
353,369 $0
Q4 2020

Feb 11, 2021
BUY
N/A
220,573 Added 293.67%
295,682 $21.4 Million
Q3 2020

Oct 30, 2020
SELL
N/A
-2,274 Reduced 2.94%
75,109 $18 Million
Q2 2020

Aug 06, 2020
SELL
N/A
-3,399 Reduced 4.21%
77,383 $17.3 Million
Q1 2020

Apr 29, 2020
SELL
N/A
-15,670 Reduced 16.25%
80,782 $14.4 Million
Q4 2019

Jan 17, 2020
BUY
N/A
406 Added 0.42%
96,452 $23 Million
Q3 2019

Oct 30, 2019
BUY
N/A
2,994 Added 3.22%
96,046 $21.5 Million
Q2 2019

Jul 25, 2019
SELL
N/A
-466 Reduced 0.5%
93,052 $21.1 Million
Q1 2019

Apr 30, 2019
BUY
N/A
2,902 Added 3.2%
93,518 $20.5 Million
Q4 2018

Jan 15, 2019
BUY
N/A
30,069 Added 49.66%
90,616 $17.3 Million
Q3 2018

Oct 23, 2018
BUY
N/A
2,252 Added 3.86%
60,547 $14.1 Million
Q2 2018

Jul 20, 2018
BUY
N/A
2,457 Added 4.4%
58,295 $13.1 Million
Q1 2018

Apr 20, 2018
BUY
N/A
6,860 Added 14.01%
55,838 $12.2 Million
Q4 2017

Jan 19, 2018
BUY
N/A
2,328 Added 4.99%
48,978 $10.6 Million
Q3 2017

Nov 22, 2017
BUY
N/A
1,355 Added 2.99%
46,650 $9.44 Million
Q2 2017

Nov 22, 2017
BUY
N/A
1,582 Added 3.62%
45,295 $8.91 Million
Q1 2017

Nov 22, 2017
BUY
N/A
38,457 Added 731.68%
43,713 $8.35 Million
Q4 2016

Nov 22, 2017
BUY
N/A
5,256
5,256 $957,000

Others Institutions Holding IJK

# of Institutions
866
Shares Held
70.7M
Call Options Held
3.3K
Put Options Held
200
View Full List

About ISHARES S&P MIDCAP 400 GROWTH

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