Steward Partners Investment Advisory, LLC Ishares Tr Russell 200 Growth Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 2,810 shares of IWY stock, worth $669,342. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,810
Previous 2,870 2.09%
Holding current value
$669,342
Previous $615,000 0.49%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
SELL
$194.66 - $225.97 $11,679 - $13,558
-60 Reduced 2.09%
2,810 $618,000
Q2 2024

Aug 08, 2024
SELL
$183.56 - $216.15 $13,767 - $16,211
-75 Reduced 2.55%
2,870 $615,000
Q1 2024

May 15, 2024
SELL
$170.38 - $196.82 $12,778 - $14,761
-75 Reduced 2.48%
2,945 $574,000
Q4 2023

Feb 12, 2024
SELL
$149.01 - $175.92 $7,450 - $8,796
-50 Reduced 1.63%
3,020 $529,000
Q3 2023

Nov 13, 2023
SELL
$152.69 - $164.44 $27,484 - $29,599
-180 Reduced 5.54%
3,070 $472,000
Q2 2023

Aug 14, 2023
SELL
$136.24 - $158.56 $63,351 - $73,730
-465 Reduced 12.52%
3,250 $515,000
Q1 2023

May 15, 2023
SELL
$117.74 - $138.93 $23,548 - $27,786
-200 Reduced 5.11%
3,715 $516,000
Q3 2022

Nov 10, 2022
SELL
$119.49 - $146.95 $16,131 - $19,838
-135 Reduced 3.33%
3,915 $468,000
Q1 2022

May 02, 2022
SELL
$141.01 - $175.1 $56,968 - $70,740
-404 Reduced 9.07%
4,050 $643,000
Q4 2021

Feb 08, 2022
SELL
$150.99 - $175.61 $7,851 - $9,131
-52 Reduced 1.15%
4,454 $772,000
Q1 2021

May 14, 2021
SELL
$127.24 - $139.47 $236,284 - $258,995
-1,857 Reduced 29.18%
4,506 $0
Q4 2020

Feb 11, 2021
SELL
$116.6 - $133.06 $81,620 - $93,142
-700 Reduced 9.91%
6,363 $847,000
Q2 2020

Aug 06, 2020
SELL
$80.54 - $107.61 $43,491 - $58,109
-540 Reduced 7.1%
7,063 $753,000
Q1 2020

Apr 29, 2020
SELL
$73.46 - $106.09 $25,931 - $37,449
-353 Reduced 4.44%
7,603 $640,000
Q4 2019

Jan 17, 2020
BUY
$84.75 - $97.05 $29,916 - $34,258
353 Added 4.64%
7,956 $768,000
Q3 2019

Oct 30, 2019
SELL
$86.45 - $88.64 $19,883 - $20,387
-230 Reduced 2.94%
7,603 $661,000
Q2 2019

Jul 25, 2019
SELL
N/A
-260 Reduced 3.21%
7,833 $672,000
Q1 2019

Apr 30, 2019
SELL
N/A
-250 Reduced 3.0%
8,093 $665,000
Q4 2018

Jan 15, 2019
SELL
N/A
-840 Reduced 9.15%
8,343 $598,000
Q2 2018

Jul 20, 2018
SELL
N/A
-2,359 Reduced 20.44%
9,183 $719,000
Q1 2018

Apr 20, 2018
SELL
N/A
-2,553 Reduced 18.11%
11,542 $851,000
Q4 2017

Jan 19, 2018
BUY
N/A
1,054 Added 8.08%
14,095 $1.03 Million
Q3 2017

Nov 22, 2017
BUY
N/A
13,041
13,041 $884,000

Others Institutions Holding IWY

# of Institutions
530
Shares Held
49.9M
Call Options Held
12.3K
Put Options Held
5.1K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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.

Choose your preferred platform and Sign Up 👇 Telegram Email