A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Us Telecommunicatio stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,577 shares of IYZ stock, worth $42,326. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,577
Previous 1,519 3.82%
Holding current value
$42,326
Previous $32,000 21.88%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$21.65 - $25.28 $1,255 - $1,466
58 Added 3.82%
1,577 $39,000
Q2 2024

Aug 08, 2024

SELL
$20.47 - $21.85 $573 - $611
-28 Reduced 1.81%
1,519 $32,000
Q1 2024

May 15, 2024

BUY
$21.62 - $23.92 $4,605 - $5,094
213 Added 15.97%
1,547 $34,000
Q4 2023

Feb 12, 2024

SELL
$19.9 - $22.82 $25,452 - $29,186
-1,279 Reduced 48.95%
1,334 $30,000
Q3 2023

Nov 13, 2023

BUY
$21.07 - $22.86 $17,572 - $19,065
834 Added 46.88%
2,613 $55,000
Q2 2023

Aug 14, 2023

SELL
$20.98 - $23.09 $1.44 Million - $1.59 Million
-68,789 Reduced 97.48%
1,779 $39,000
Q1 2023

May 15, 2023

BUY
$22.0 - $25.14 $406,142 - $464,109
18,461 Added 35.43%
70,568 $1.63 Million
Q4 2022

Feb 15, 2023

SELL
$20.4 - $23.77 $347,330 - $404,708
-17,026 Reduced 24.63%
52,107 $1.17 Million
Q3 2022

Nov 10, 2022

BUY
$20.88 - $27.03 $939,265 - $1.22 Million
44,984 Added 186.28%
69,133 $1.44 Million
Q2 2022

Aug 04, 2022

SELL
$23.96 - $30.44 $1.04 Million - $1.33 Million
-43,578 Reduced 64.34%
24,149 $607,000
Q1 2022

May 02, 2022

BUY
$28.69 - $33.15 $1.94 Million - $2.24 Million
67,461 Added 25361.28%
67,727 $2.02 Million
Q4 2021

Feb 08, 2022

BUY
$30.27 - $33.17 $6,719 - $7,363
222 Added 504.55%
266 $9,000
Q3 2021

Nov 12, 2021

BUY
$32.45 - $34.78 $32 - $34
1 Added 2.33%
44 $1,000
Q4 2020

Feb 11, 2021

BUY
$26.37 - $30.93 $26 - $30
1 Added 2.38%
43 $1,000
Q2 2020

Aug 06, 2020

BUY
$24.07 - $29.74 $24 - $29
1 Added 2.44%
42 $1,000
Q2 2019

Jul 25, 2019

BUY
$28.0 - $31.04 $1,148 - $1,272
41 New
41 $1,000
Q4 2018

Jan 15, 2019

SELL
$24.71 - $29.79 $12,873 - $15,520
-521 Closed
0 $0
Q3 2018

Oct 23, 2018

SELL
$27.56 - $30.08 $27 - $30
-1 Reduced 0.19%
521 $16,000
Q2 2018

Jul 20, 2018

BUY
$26.51 - $28.06 $12,671 - $13,412
478 Added 1086.36%
522 $14,000
Q4 2017

Jan 19, 2018

SELL
$27.56 - $31.9 $964 - $1,116
-35 Reduced 44.3%
44 $1,000
Q2 2017

Nov 22, 2017

SELL
N/A
-2,673 Reduced 97.13%
79 $2,000
Q1 2017

Nov 22, 2017

BUY
N/A
2,752
2,752 $88,000

Others Institutions Holding IYZ

About ISHARES TR US TELECOMMUNICATIO


  • Ticker IYZ
  • Sector ETFs
  • Industry ETFs
More about IYZ
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