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 4,175 shares of IYF stock, worth $473,653. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,175
Previous 4,207 0.76%
Holding current value
$473,653
Previous $402,000 1.99%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 08, 2024

SELL
$89.39 - $96.85 $2,860 - $3,099
-32 Reduced 0.76%
4,175 $394,000
Q1 2024

May 15, 2024

SELL
$83.91 - $95.65 $41,031 - $46,772
-489 Reduced 10.41%
4,207 $402,000
Q4 2023

Feb 12, 2024

BUY
$70.7 - $85.68 $26,936 - $32,644
381 Added 8.83%
4,696 $401,000
Q3 2023

Nov 13, 2023

SELL
$73.99 - $79.98 $65,407 - $70,702
-884 Reduced 17.0%
4,315 $322,000
Q2 2023

Aug 14, 2023

SELL
$68.91 - $74.74 $2.23 Million - $2.42 Million
-32,415 Reduced 86.18%
5,199 $387,000
Q1 2023

May 15, 2023

SELL
$68.23 - $82.05 $309,559 - $372,260
-4,537 Reduced 10.76%
37,614 $2.68 Million
Q4 2022

Feb 15, 2023

SELL
$67.64 - $80.38 $97,536 - $115,907
-1,442 Reduced 3.31%
42,151 $3.18 Million
Q3 2022

Nov 10, 2022

SELL
$67.55 - $79.83 $656,788 - $776,187
-9,723 Reduced 18.24%
43,593 $2.95 Million
Q2 2022

Aug 04, 2022

SELL
$67.96 - $84.37 $66,125 - $82,092
-973 Reduced 1.79%
53,316 $3.73 Million
Q1 2022

May 02, 2022

SELL
$78.62 - $91.32 $247,102 - $287,018
-3,143 Reduced 5.47%
54,289 $4.59 Million
Q4 2021

Feb 08, 2022

BUY
$83.02 - $90.24 $40,596 - $44,127
489 Added 0.86%
57,432 $4.98 Million
Q3 2021

Nov 12, 2021

SELL
$79.17 - $85.45 $214,946 - $231,996
-2,715 Reduced 4.55%
56,943 $4.7 Million
Q2 2021

Aug 13, 2021

SELL
$75.91 - $83.61 $45,925 - $50,584
-605 Reduced 1.0%
59,658 $4.84 Million
Q1 2021

May 14, 2021

BUY
$65.2 - $76.35 $1.24 Million - $1.46 Million
19,083 Added 46.34%
60,263 $0
Q4 2020

Feb 11, 2021

BUY
$55.06 - $66.77 $1.22 Million - $1.48 Million
22,128 Added 116.15%
41,180 $2.75 Million
Q3 2020

Oct 30, 2020

SELL
$54.05 - $60.26 $256,088 - $285,511
-4,738 Reduced 19.92%
19,052 $2.16 Million
Q2 2020

Aug 06, 2020

BUY
$45.62 - $62.0 $673,853 - $915,802
14,771 Added 163.78%
23,790 $2.62 Million
Q1 2020

Apr 29, 2020

BUY
$41.18 - $71.71 $59,010 - $102,760
1,433 Added 18.89%
9,019 $877,000
Q4 2019

Jan 17, 2020

BUY
$62.23 - $68.93 $66,337 - $73,479
1,066 Added 16.35%
7,586 $1.05 Million
Q3 2019

Oct 30, 2019

BUY
$64.16 - $65.19 $54,022 - $54,889
842 Added 14.83%
6,520 $839,000
Q2 2019

Jul 25, 2019

BUY
N/A
2,581 Added 83.34%
5,678 $713,000
Q1 2019

Apr 30, 2019

SELL
N/A
-3,177 Reduced 50.64%
3,097 $365,000
Q4 2018

Jan 15, 2019

BUY
N/A
321 Added 5.39%
6,274 $667,000
Q3 2018

Oct 23, 2018

SELL
N/A
-97 Reduced 1.6%
5,953 $723,000
Q2 2018

Jul 20, 2018

SELL
N/A
-133 Reduced 2.15%
6,050 $709,000
Q1 2018

Apr 20, 2018

SELL
N/A
-753 Reduced 10.86%
6,183 $728,000
Q4 2017

Jan 19, 2018

BUY
N/A
229 Added 3.41%
6,936 $828,000
Q3 2017

Nov 22, 2017

SELL
N/A
-41 Reduced 0.61%
6,707 $752,000
Q2 2017

Nov 22, 2017

BUY
N/A
1,932 Added 40.12%
6,748 $725,000
Q1 2017

Nov 22, 2017

BUY
N/A
4,816
4,816 $501,000

Others Institutions Holding IYF

About ISHARES TR


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