Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2026 Ter 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 Dec 2026 Ter stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 406,954 shares of IBTG stock, worth $9.28 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
406,954
Previous 441,175 7.76%
Holding current value
$9.28 Million
Previous $10 Million 6.09%
% of portfolio
0.09%
Previous 0.11%

Shares

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

Nov 14, 2024
SELL
$22.55 - $23.1 $771,683 - $790,505
-34,221 Reduced 7.76%
406,954 $9.39 Million
Q2 2024

Aug 08, 2024
BUY
$22.46 - $22.66 $583,892 - $589,092
25,997 Added 6.26%
441,175 $10 Million
Q1 2024

May 15, 2024
BUY
$22.62 - $22.94 $790,840 - $802,028
34,962 Added 9.2%
415,178 $9.43 Million
Q4 2023

Feb 12, 2024
BUY
$22.32 - $22.86 $8.3 Million - $8.51 Million
372,087 Added 4577.28%
380,216 $8.69 Million
Q2 2022

Aug 04, 2022
BUY
$23.01 - $23.88 $187,048 - $194,120
8,129 New
8,129 $192,000

Others Institutions Holding IBTG

# of Institutions
217
Shares Held
41.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

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  • Ticker IBTG
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