Steward Partners Investment Advisory, LLC Ishares Tr Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

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 317,026 shares of IYF stock, worth $39.2 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
317,026
Previous 26,306 1105.15%
Holding current value
$39.2 Million
Previous $3.18 Million 1161.72%
% of portfolio
0.24%
Previous 0.03%

Shares

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

Nov 12, 2025
BUY
$119.89 - $127.16 $34.9 Million - $37 Million
290,720 Added 1105.15%
317,026 $40.1 Million
Q2 2025

Aug 12, 2025
BUY
$99.23 - $120.99 $1.2 Million - $1.47 Million
12,134 Added 85.62%
26,306 $3.18 Million
Q1 2025

May 13, 2025
BUY
$107.69 - $119.37 $498,281 - $552,324
4,627 Added 48.48%
14,172 $1.6 Million
Q4 2024

Feb 06, 2025
BUY
$102.7 - $119.05 $551,396 - $639,179
5,369 Added 128.57%
9,545 $1.06 Million
Q3 2024

Nov 14, 2024
BUY
$93.83 - $105.05 $93 - $105
1 Added 0.02%
4,176 $433,000
Q2 2024

Aug 08, 2024
SELL
$89.39 - $96.85 $2,860 - $3,099
-32 Reduced 0.76%
4,175 $394,000
Q1 2024

May 15, 2024
SELL
$83.91 - $95.65 $41,031 - $46,772
-489 Reduced 10.41%
4,207 $402,000
Q4 2023

Feb 12, 2024
BUY
$70.7 - $85.68 $26,936 - $32,644
381 Added 8.83%
4,696 $401,000
Q3 2023

Nov 13, 2023
SELL
$73.99 - $79.98 $65,407 - $70,702
-884 Reduced 17.0%
4,315 $322,000
Q2 2023

Aug 14, 2023
SELL
$68.91 - $74.74 $2.23 Million - $2.42 Million
-32,415 Reduced 86.18%
5,199 $387,000
Q1 2023

May 15, 2023
SELL
$68.23 - $82.05 $309,559 - $372,260
-4,537 Reduced 10.76%
37,614 $2.68 Million
Q4 2022

Feb 15, 2023
SELL
$67.64 - $80.38 $97,536 - $115,907
-1,442 Reduced 3.31%
42,151 $3.18 Million
Q3 2022

Nov 10, 2022
SELL
$67.55 - $79.83 $656,788 - $776,187
-9,723 Reduced 18.24%
43,593 $2.95 Million
Q2 2022

Aug 04, 2022
SELL
$67.96 - $84.37 $66,125 - $82,092
-973 Reduced 1.79%
53,316 $3.73 Million
Q1 2022

May 02, 2022
SELL
$78.62 - $91.32 $247,102 - $287,018
-3,143 Reduced 5.47%
54,289 $4.59 Million
Q4 2021

Feb 08, 2022
BUY
$83.02 - $90.24 $40,596 - $44,127
489 Added 0.86%
57,432 $4.98 Million
Q3 2021

Nov 12, 2021
SELL
$79.17 - $85.45 $214,946 - $231,996
-2,715 Reduced 4.55%
56,943 $4.7 Million
Q2 2021

Aug 13, 2021
SELL
$75.91 - $83.61 $45,925 - $50,584
-605 Reduced 1.0%
59,658 $4.84 Million
Q1 2021

May 14, 2021
BUY
$65.2 - $76.35 $1.24 Million - $1.46 Million
19,083 Added 46.34%
60,263 $0
Q4 2020

Feb 11, 2021
BUY
$55.06 - $66.77 $1.22 Million - $1.48 Million
22,128 Added 116.15%
41,180 $2.75 Million
Q3 2020

Oct 30, 2020
SELL
$54.05 - $60.26 $256,088 - $285,511
-4,738 Reduced 19.92%
19,052 $2.16 Million
Q2 2020

Aug 06, 2020
BUY
$45.62 - $62.0 $673,853 - $915,802
14,771 Added 163.78%
23,790 $2.62 Million
Q1 2020

Apr 29, 2020
BUY
$41.18 - $71.71 $59,010 - $102,760
1,433 Added 18.89%
9,019 $877,000
Q4 2019

Jan 17, 2020
BUY
$62.23 - $68.93 $66,337 - $73,479
1,066 Added 16.35%
7,586 $1.05 Million
Q3 2019

Oct 30, 2019
BUY
$64.16 - $65.19 $54,022 - $54,889
842 Added 14.83%
6,520 $839,000
Q2 2019

Jul 25, 2019
BUY
N/A
2,581 Added 83.34%
5,678 $713,000
Q1 2019

Apr 30, 2019
SELL
N/A
-3,177 Reduced 50.64%
3,097 $365,000
Q4 2018

Jan 15, 2019
BUY
N/A
321 Added 5.39%
6,274 $667,000
Q3 2018

Oct 23, 2018
SELL
N/A
-97 Reduced 1.6%
5,953 $723,000
Q2 2018

Jul 20, 2018
SELL
N/A
-133 Reduced 2.15%
6,050 $709,000
Q1 2018

Apr 20, 2018
SELL
N/A
-753 Reduced 10.86%
6,183 $728,000
Q4 2017

Jan 19, 2018
BUY
N/A
229 Added 3.41%
6,936 $828,000
Q3 2017

Nov 22, 2017
SELL
N/A
-41 Reduced 0.61%
6,707 $752,000
Q2 2017

Nov 22, 2017
BUY
N/A
1,932 Added 40.12%
6,748 $725,000
Q1 2017

Nov 22, 2017
BUY
N/A
4,816
4,816 $501,000

Others Institutions Holding IYF

# of Institutions
508
Shares Held
19.8M
Call Options Held
18.2K
Put Options Held
44.1K
View Full List

About ISHARES TR

IYF Quotes by TradingView
  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
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