Steward Partners Investment Advisory, LLC Ishares Tr Ishares Morningstar 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 Ishares Morningstar stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 12,647 shares of IYLD stock, worth $251,169. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,647
Previous 49,914 74.66%
Holding current value
$251,169
Previous $1 Million 74.9%
% of portfolio
0.0%
Previous 0.01%

Shares

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

May 15, 2024
SELL
$19.46 - $19.93 $725,215 - $742,731
-37,267 Reduced 74.66%
12,647 $252,000
Q4 2023

Feb 12, 2024
BUY
$18.43 - $20.12 $690,314 - $753,614
37,456 Added 300.66%
49,914 $1 Million
Q3 2023

Nov 13, 2023
SELL
$18.96 - $19.68 $20,931 - $21,726
-1,104 Reduced 8.14%
12,458 $237,000
Q2 2023

Aug 14, 2023
BUY
$18.84 - $19.52 $357 - $370
19 Added 0.14%
13,562 $264,000
Q1 2023

May 15, 2023
SELL
$18.75 - $20.3 $26,868 - $29,089
-1,433 Reduced 9.57%
13,543 $260,000
Q4 2022

Feb 15, 2023
BUY
$18.45 - $19.73 $14,981 - $16,020
812 Added 5.73%
14,976 $284,000
Q3 2022

Nov 10, 2022
BUY
N/A
402 Added 2.92%
14,164 $260,000
Q2 2022

Aug 04, 2022
BUY
N/A
51 Added 0.37%
13,762 $273,000
Q1 2022

May 02, 2022
SELL
N/A
-47 Reduced 0.34%
13,711 $307,000
Q4 2021

Feb 08, 2022
SELL
N/A
-433 Reduced 3.05%
13,758 $331,000
Q3 2021

Nov 12, 2021
BUY
N/A
5,657 Added 66.29%
14,191 $340,000
Q2 2021

Aug 13, 2021
SELL
N/A
-886 Reduced 9.41%
8,534 $206,000
Q1 2021

May 14, 2021
BUY
N/A
6,860 Added 267.97%
9,420 $0
Q4 2020

Feb 11, 2021
SELL
N/A
-50,289 Reduced 95.16%
2,560 $62,000
Q3 2020

Oct 30, 2020
BUY
N/A
1,000 Added 1.93%
52,849 $1.19 Million
Q2 2020

Aug 06, 2020
SELL
N/A
-7,613 Reduced 12.8%
51,849 $1.15 Million
Q1 2020

Apr 29, 2020
BUY
N/A
7,450 Added 14.32%
59,462 $1.19 Million
Q4 2019

Jan 17, 2020
SELL
N/A
-2,002 Reduced 3.71%
52,012 $1.33 Million
Q3 2019

Oct 30, 2019
BUY
N/A
2,443 Added 4.74%
54,014 $1.35 Million
Q2 2019

Jul 25, 2019
SELL
N/A
-1,825 Reduced 3.42%
51,571 $1.3 Million
Q1 2019

Apr 30, 2019
SELL
N/A
-5,974 Reduced 10.06%
53,396 $1.32 Million
Q4 2018

Jan 15, 2019
BUY
N/A
55,170 Added 1313.57%
59,370 $1.38 Million
Q2 2018

Jul 20, 2018
BUY
N/A
4,200 New
4,200 $103,000

Others Institutions Holding IYLD

# of Institutions
52
Shares Held
1.12M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES MORNINGSTAR

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