Steward Partners Investment Advisory, LLC Ishares Tr Transaction History

Steward Partners Investment Advisory, LLC

  • $12.3 Billion
  • Q2 2025

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 6,870 shares of IYM stock, worth $984,402. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,870
Previous 6,627 3.67%
Holding current value
$984,402
Previous $893,000 7.61%
% of portfolio
0.01%
Previous 0.01%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$116.16 - $140.01 $28,226 - $34,022
243 Added 3.67%
6,870 $961,000
Q1 2025

May 13, 2025
SELL
$128.53 - $142.03 $36,373 - $40,194
-283 Reduced 4.1%
6,627 $893,000
Q4 2024

Feb 06, 2025
BUY
$129.15 - $153.25 $54,243 - $64,365
420 Added 6.47%
6,910 $897,000
Q3 2024

Nov 14, 2024
SELL
$136.13 - $151.64 $4,628 - $5,155
-34 Reduced 0.52%
6,490 $974,000
Q2 2024

Aug 08, 2024
SELL
$140.01 - $149.03 $5,180 - $5,514
-37 Reduced 0.56%
6,524 $913,000
Q1 2024

May 15, 2024
SELL
$130.2 - $147.73 $36,195 - $41,068
-278 Reduced 4.06%
6,561 $969,000
Q4 2023

Feb 12, 2024
SELL
$119.29 - $139.6 $779,082 - $911,727
-6,531 Reduced 48.85%
6,839 $944,000
Q3 2023

Nov 13, 2023
SELL
$124.84 - $138.68 $149,183 - $165,722
-1,195 Reduced 8.2%
13,370 $1.69 Million
Q2 2023

Aug 14, 2023
BUY
$120.69 - $133.93 $11,586 - $12,857
96 Added 0.66%
14,565 $1.94 Million
Q1 2023

May 15, 2023
BUY
$124.32 - $140.43 $68,251 - $77,096
549 Added 3.94%
14,469 $1.92 Million
Q4 2022

Feb 15, 2023
SELL
$109.29 - $133.88 $366,121 - $448,498
-3,350 Reduced 19.4%
13,920 $1.74 Million
Q3 2022

Nov 10, 2022
BUY
$106.58 - $130.61 $225,310 - $276,109
2,114 Added 13.95%
17,270 $1.87 Million
Q2 2022

Aug 04, 2022
SELL
$117.72 - $154.02 $706,790 - $924,736
-6,004 Reduced 28.37%
15,156 $1.78 Million
Q1 2022

May 02, 2022
SELL
$128.72 - $151.73 $2.08 Million - $2.45 Million
-16,141 Reduced 43.27%
21,160 $3.17 Million
Q4 2021

Feb 08, 2022
BUY
$125.86 - $141.73 $53,112 - $59,810
422 Added 1.14%
37,301 $5.23 Million
Q3 2021

Nov 12, 2021
BUY
$122.85 - $135.99 $167,935 - $185,898
1,367 Added 3.85%
36,879 $4.59 Million
Q2 2021

Aug 13, 2021
BUY
$126.01 - $141.25 $75,101 - $84,185
596 Added 1.71%
35,512 $4.63 Million
Q1 2021

May 14, 2021
BUY
$111.16 - $126.89 $2.3 Million - $2.63 Million
20,702 Added 145.65%
34,916 $4.38 Million
Q4 2020

Feb 11, 2021
BUY
$95.24 - $113.41 $1.27 Million - $1.51 Million
13,313 Added 1477.58%
14,214 $1.61 Million
Q3 2020

Oct 30, 2020
BUY
$89.06 - $104.94 $71,337 - $84,056
801 Added 801.0%
901 $89,000
Q2 2019

Jul 25, 2019
BUY
$84.8 - $96.2 $8,480 - $9,620
100 New
100 $9,000
Q4 2018

Jan 15, 2019
SELL
$78.95 - $99.65 $7,895 - $9,965
-100 Closed
0 $0
Q1 2017

Nov 22, 2017
BUY
N/A
100
100 $8,000

Others Institutions Holding IYM

# of Institutions
217
Shares Held
2.38M
Call Options Held
8.4K
Put Options Held
300
View Full List

About ISHARES TR

IYM Quotes by TradingView
  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
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