Steward Partners Investment Advisory, LLC Ishares Tr Transaction History

Steward Partners Investment Advisory, LLC

  • $8.95 Billion
  • Q1 2024

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 9,024 shares of IYG stock, worth $596,937. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,024
Previous 2,913 209.78%
Holding current value
$596,937
Previous $522,000 14.56%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 15, 2024
BUY
$63.91 - $191.92 $390,554 - $1.17 Million
6,111 Added 209.78%
9,024 $598,000
Q4 2023

Feb 12, 2024
SELL
$145.02 - $179.81 $7,105 - $8,810
-49 Reduced 1.65%
2,913 $522,000
Q3 2023

Nov 13, 2023
BUY
$154.42 - $169.5 $3,397 - $3,729
22 Added 0.75%
2,962 $458,000
Q2 2023

Aug 14, 2023
BUY
$144.44 - $157.99 $12,421 - $13,587
86 Added 3.01%
2,940 $464,000
Q1 2023

May 15, 2023
BUY
$145.23 - $176.24 $10,456 - $12,689
72 Added 2.59%
2,854 $430,000
Q4 2022

Feb 15, 2023
BUY
$154.15 - $169.19 $50,252 - $55,155
326 Added 13.27%
2,782 $438,000
Q3 2022

Nov 10, 2022
BUY
N/A
21 Added 0.86%
2,456 $347,000
Q2 2022

Aug 04, 2022
SELL
N/A
-32 Reduced 1.3%
2,435 $361,000
Q1 2022

May 02, 2022
SELL
N/A
-6,077 Reduced 71.13%
2,467 $445,000
Q4 2021

Feb 08, 2022
BUY
N/A
103 Added 1.22%
8,544 $1.65 Million
Q3 2021

Nov 12, 2021
BUY
N/A
178 Added 2.15%
8,441 $1.59 Million
Q2 2021

Aug 13, 2021
BUY
N/A
1,262 Added 18.03%
8,263 $1.53 Million
Q1 2021

May 14, 2021
SELL
N/A
-13,503 Reduced 65.86%
7,001 $0
Q4 2020

Feb 11, 2021
SELL
N/A
-10,477 Reduced 33.82%
20,504 $3.08 Million
Q3 2020

Oct 30, 2020
BUY
N/A
742 Added 2.45%
30,981 $3.78 Million
Q2 2020

Aug 06, 2020
BUY
N/A
10,463 Added 52.91%
30,239 $3.61 Million
Q1 2020

Apr 29, 2020
BUY
N/A
759 Added 3.99%
19,776 $2.03 Million
Q4 2019

Jan 17, 2020
BUY
N/A
90 Added 0.48%
19,017 $2.89 Million
Q3 2019

Oct 30, 2019
SELL
N/A
-5,297 Reduced 21.87%
18,927 $2.58 Million
Q2 2019

Jul 25, 2019
SELL
N/A
-1,733 Reduced 6.68%
24,224 $3.24 Million
Q1 2019

Apr 30, 2019
BUY
N/A
65 Added 0.25%
25,957 $3.24 Million
Q4 2018

Jan 15, 2019
BUY
N/A
590 Added 2.33%
25,892 $2.91 Million
Q3 2018

Oct 23, 2018
BUY
N/A
1,316 Added 5.49%
25,302 $3.37 Million
Q2 2018

Jul 20, 2018
BUY
N/A
9,115 Added 61.29%
23,986 $3.11 Million
Q1 2018

Apr 20, 2018
BUY
N/A
7,232 Added 94.67%
14,871 $1.95 Million
Q4 2017

Jan 19, 2018
BUY
N/A
4,157 Added 119.39%
7,639 $996,000
Q3 2017

Nov 22, 2017
BUY
N/A
3,352 Added 2578.46%
3,482 $417,000
Q1 2017

Nov 22, 2017
BUY
N/A
130
130 $14,000

Others Institutions Holding IYG

# of Institutions
238
Shares Held
12.3M
Call Options Held
10.7K
Put Options Held
9.5K
View Full List

About ISHARES TR

IYG Quotes by TradingView
  • Ticker IYG
  • Sector ETFs
  • Industry ETFs
More about IYG
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