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 3,803 shares of IYR stock, worth $331,697. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,803
Previous 3,843 1.04%
Holding current value
$331,697
Previous $351,000 2.85%
% of portfolio
0.0%
Previous 0.0%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
338 Added 14.44%
2,678 $218,000
Q2 2022

Aug 04, 2022
SELL
N/A
-116 Reduced 4.72%
2,340 $215,000
Q1 2022

May 02, 2022
SELL
N/A
-3,702 Reduced 60.12%
2,456 $266,000
Q4 2021

Feb 08, 2022
BUY
N/A
276 Added 4.69%
6,158 $715,000
Q3 2021

Nov 12, 2021
BUY
N/A
3,493 Added 146.21%
5,882 $602,000
Q2 2021

Aug 13, 2021
BUY
N/A
41 Added 1.75%
2,389 $244,000
Q1 2021

May 14, 2021
SELL
N/A
-15,852 Reduced 87.1%
2,348 $0
Q4 2020

Feb 11, 2021
SELL
N/A
-1 Reduced 0.01%
18,200 $1.56 Million
Q3 2020

Oct 30, 2020
SELL
N/A
-12,491 Reduced 40.7%
18,201 $1.45 Million
Q2 2020

Aug 06, 2020
SELL
N/A
-7,076 Reduced 18.74%
30,692 $2.42 Million
Q1 2020

Apr 29, 2020
SELL
N/A
-1,610 Reduced 4.09%
37,768 $2.63 Million
Q4 2019

Jan 17, 2020
BUY
N/A
686 Added 1.77%
39,378 $3.67 Million
Q3 2019

Oct 30, 2019
BUY
N/A
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

# of Institutions
550
Shares Held
51.2M
Call Options Held
7.14M
Put Options Held
6.54M
View Full List

About ISHARES TR

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