Steward Partners Investment Advisory, LLC Ishares Trust Ishares Msci Glo Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 400 shares of SDG stock, worth $34,220. This represents 0.0% of its overall portfolio holdings.

Number of Shares
400
Previous 413 3.15%
Holding current value
$34,220
Previous $31,000 6.45%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$75.87 - $83.26 $986 - $1,082
-13 Reduced 3.15%
400 $33,000
Q2 2025

Aug 12, 2025
BUY
$65.66 - $77.49 $853 - $1,007
13 Added 3.25%
413 $31,000
Q1 2025

May 13, 2025
SELL
$69.64 - $76.33 $6,964 - $7,633
-100 Reduced 20.0%
400 $28,000
Q1 2024

May 15, 2024
BUY
$75.05 - $80.02 $37,525 - $40,010
500 New
500 $39,000

Others Institutions Holding SDG

# of Institutions
115
Shares Held
944K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES MSCI GLO

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