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 3,850 shares of IYR stock, worth $386,386. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,850
Previous 4,020 4.23%
Holding current value
$386,386
Previous $352,000 11.36%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
$86.93 - $103.61 $14,778 - $17,613
-170 Reduced 4.23%
3,850 $392,000
Q2 2024

Aug 08, 2024

BUY
$81.6 - $89.23 $17,707 - $19,362
217 Added 5.71%
4,020 $352,000
Q1 2024

May 15, 2024

SELL
$85.32 - $92.22 $3,412 - $3,688
-40 Reduced 1.04%
3,803 $341,000
Q4 2023

Feb 12, 2024

BUY
$73.28 - $92.46 $151,176 - $190,744
2,063 Added 115.9%
3,843 $351,000
Q3 2023

Nov 13, 2023

SELL
$77.12 - $89.86 $1,619 - $1,887
-21 Reduced 1.17%
1,780 $139,000
Q2 2023

Aug 14, 2023

SELL
$80.51 - $86.54 $75,598 - $81,261
-939 Reduced 34.27%
1,801 $155,000
Q1 2023

May 15, 2023

BUY
$78.73 - $95.24 $4,881 - $5,904
62 Added 2.32%
2,740 $232,000
Q3 2022

Nov 10, 2022

BUY
$80.64 - $103.19 $27,256 - $34,878
338 Added 14.44%
2,678 $218,000
Q2 2022

Aug 04, 2022

SELL
$86.95 - $112.38 $10,086 - $13,036
-116 Reduced 4.72%
2,340 $215,000
Q1 2022

May 02, 2022

SELL
$99.21 - $115.26 $367,275 - $426,692
-3,702 Reduced 60.12%
2,456 $266,000
Q4 2021

Feb 08, 2022

BUY
$103.03 - $116.14 $28,436 - $32,054
276 Added 4.69%
6,158 $715,000
Q3 2021

Nov 12, 2021

BUY
$102.34 - $111.27 $357,473 - $388,666
3,493 Added 146.21%
5,882 $602,000
Q2 2021

Aug 13, 2021

BUY
$93.58 - $104.97 $3,836 - $4,303
41 Added 1.75%
2,389 $244,000
Q1 2021

May 14, 2021

SELL
$82.27 - $92.74 $1.3 Million - $1.47 Million
-15,852 Reduced 87.1%
2,348 $0
Q4 2020

Feb 11, 2021

SELL
$76.87 - $86.71 $76 - $86
-1 Reduced 0.01%
18,200 $1.56 Million
Q3 2020

Oct 30, 2020

SELL
$76.71 - $84.15 $958,184 - $1.05 Million
-12,491 Reduced 40.7%
18,201 $1.45 Million
Q2 2020

Aug 06, 2020

SELL
$64.24 - $86.82 $454,562 - $614,338
-7,076 Reduced 18.74%
30,692 $2.42 Million
Q1 2020

Apr 29, 2020

SELL
$57.84 - $100.28 $93,122 - $161,450
-1,610 Reduced 4.09%
37,768 $2.63 Million
Q4 2019

Jan 17, 2020

BUY
$89.52 - $95.36 $61,410 - $65,416
686 Added 1.77%
39,378 $3.67 Million
Q3 2019

Oct 30, 2019

BUY
$91.54 - $93.76 $78,083 - $79,977
853 Added 2.25%
38,692 $3.62 Million
Q2 2019

Jul 25, 2019

BUY
N/A
594 Added 1.59%
37,839 $3.3 Million
Q1 2019

Apr 30, 2019

SELL
N/A
-719 Reduced 1.89%
37,245 $3.24 Million
Q4 2018

Jan 15, 2019

SELL
N/A
-651 Reduced 1.69%
37,964 $2.85 Million
Q3 2018

Oct 23, 2018

BUY
N/A
32,382 Added 519.53%
38,615 $3.09 Million
Q2 2018

Jul 20, 2018

SELL
N/A
-50,229 Reduced 88.96%
6,233 $502,000
Q1 2018

Apr 20, 2018

BUY
N/A
9,126 Added 19.28%
56,462 $4.26 Million
Q4 2017

Jan 19, 2018

BUY
N/A
40,396 Added 582.07%
47,336 $3.83 Million
Q3 2017

Nov 22, 2017

BUY
N/A
5,828 Added 524.1%
6,940 $554,000
Q2 2017

Nov 22, 2017

BUY
N/A
400 Added 56.18%
1,112 $88,000
Q1 2017

Nov 22, 2017

BUY
N/A
712
712 $55,000

Others Institutions Holding IYR

About ISHARES TR


  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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.