Steward Partners Investment Advisory, LLC Ishares Tr Ibonds December 202 Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 75,027 shares of IBMP stock, worth $1.89 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
75,027
Previous 94,655 20.74%
Holding current value
$1.89 Million
Previous $2.37 Million 19.35%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 14, 2024
SELL
$24.92 - $25.47 $489,129 - $499,925
-19,628 Reduced 20.74%
75,027 $1.91 Million
Q2 2024

Aug 08, 2024
SELL
$24.83 - $25.08 $69,325 - $70,023
-2,792 Reduced 2.87%
94,655 $2.37 Million
Q1 2024

May 15, 2024
SELL
$25.17 - $25.41 $124,818 - $126,008
-4,959 Reduced 4.84%
97,447 $2.45 Million
Q4 2023

Feb 12, 2024
SELL
$24.36 - $25.42 $724,661 - $756,194
-29,748 Reduced 22.51%
102,406 $2.6 Million
Q3 2023

Nov 13, 2023
SELL
$24.48 - $25.15 $215,938 - $221,848
-8,821 Reduced 6.26%
132,154 $3.24 Million
Q2 2023

Aug 14, 2023
SELL
$24.82 - $25.61 $80,243 - $82,797
-3,233 Reduced 2.24%
140,975 $3.53 Million
Q1 2023

May 15, 2023
SELL
$24.89 - $25.65 $54,110 - $55,763
-2,174 Reduced 1.49%
144,208 $3.67 Million
Q4 2022

Feb 15, 2023
SELL
$24.29 - $25.21 $219,824 - $228,150
-9,050 Reduced 5.82%
146,382 $3.67 Million
Q3 2022

Nov 10, 2022
SELL
$24.39 - $25.71 $117,315 - $123,665
-4,810 Reduced 3.0%
155,432 $3.79 Million
Q2 2022

Aug 04, 2022
BUY
$24.68 - $25.42 $3.76 Million - $3.87 Million
152,382 Added 1938.7%
160,242 $4.03 Million
Q1 2022

May 02, 2022
BUY
$25.38 - $27.0 $199,486 - $212,220
7,860 New
7,860 $200,000

Others Institutions Holding IBMP

# of Institutions
142
Shares Held
17.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

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