Steward Partners Investment Advisory, LLC Ishares Tr Ishares Morningstar Transaction History

Steward Partners Investment Advisory, LLC

$12.3 Billion
Q2 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Ishares Morningstar stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 5,905 shares of IYLD stock, worth $122,233. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,905

Previous 5,953 0.81%

Holding current value

$122,233

Previous $119,000 2.52%

% of portfolio

0.0%

Previous 0.0%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$19.19 - $20.76 $921 - $996	-48 Reduced 0.81%	5,905 $122,000
Q1 2025 May 13, 2025	SELL	$19.42 - $20.31 $222,184 - $232,366	-11,441 Reduced 65.78%	5,953 $119,000
Q4 2024 Feb 06, 2025	BUY	$19.48 - $20.66 $85,634 - $90,821	4,396 Added 33.82%	17,394 $338,000
Q3 2024 Nov 14, 2024	BUY	$19.72 - $20.73 $3,687 - $3,876	187 Added 1.46%	12,998 $268,000
Q2 2024 Aug 08, 2024	BUY	$19.35 - $20.16 $3,173 - $3,306	164 Added 1.3%	12,811 $254,000
Q1 2024 May 15, 2024	SELL	$19.46 - $19.93 $725,215 - $742,731	-37,267 Reduced 74.66%	12,647 $252,000
Q4 2023 Feb 12, 2024	BUY	$18.43 - $20.12 $690,314 - $753,614	37,456 Added 300.66%	49,914 $1 Million
Q3 2023 Nov 13, 2023	SELL	$18.96 - $19.68 $20,931 - $21,726	-1,104 Reduced 8.14%	12,458 $237,000
Q2 2023 Aug 14, 2023	BUY	$18.84 - $19.52 $357 - $370	19 Added 0.14%	13,562 $264,000
Q1 2023 May 15, 2023	SELL	$18.75 - $20.3 $26,868 - $29,089	-1,433 Reduced 9.57%	13,543 $260,000
Q4 2022 Feb 15, 2023	BUY	$18.04 - $19.73 $14,648 - $16,020	812 Added 5.73%	14,976 $284,000
Q3 2022 Nov 10, 2022	BUY	$18.36 - $20.67 $7,380 - $8,309	402 Added 2.92%	14,164 $260,000
Q2 2022 Aug 04, 2022	BUY	$19.62 - $22.38 $1,000 - $1,141	51 Added 0.37%	13,762 $273,000
Q1 2022 May 02, 2022	SELL	$21.76 - $23.86 $1,022 - $1,121	-47 Reduced 0.34%	13,711 $307,000
Q4 2021 Feb 08, 2022	SELL	$23.68 - $24.27 $10,253 - $10,508	-433 Reduced 3.05%	13,758 $331,000
Q3 2021 Nov 12, 2021	BUY	$23.93 - $24.47 $135,372 - $138,426	5,657 Added 66.29%	14,191 $340,000
Q2 2021 Aug 13, 2021	SELL	$23.48 - $24.3 $20,803 - $21,529	-886 Reduced 9.41%	8,534 $206,000
Q1 2021 May 14, 2021	BUY	$23.24 - $24.06 $159,426 - $165,051	6,860 Added 267.97%	9,420 $0
Q4 2020 Feb 11, 2021	SELL	$22.03 - $24.07 $1.11 Million - $1.21 Million	-50,289 Reduced 95.16%	2,560 $62,000
Q3 2020 Oct 30, 2020	BUY	$22.15 - $23.13 $22,150 - $23,130	1,000 Added 1.93%	52,849 $1.19 Million
Q2 2020 Aug 06, 2020	SELL	$18.99 - $23.14 $144,570 - $176,164	-7,613 Reduced 12.8%	51,849 $1.15 Million
Q1 2020 Apr 29, 2020	BUY	$18.15 - $26.07 $135,217 - $194,221	7,450 Added 14.32%	59,462 $1.19 Million
Q4 2019 Jan 17, 2020	SELL	$24.57 - $25.69 $49,189 - $51,431	-2,002 Reduced 3.71%	52,012 $1.33 Million
Q3 2019 Oct 30, 2019	BUY	$24.82 - $25.07 $60,635 - $61,246	2,443 Added 4.74%	54,014 $1.35 Million
Q2 2019 Jul 25, 2019	SELL	N/A	-1,825 Reduced 3.42%	51,571 $1.3 Million
Q1 2019 Apr 30, 2019	SELL	N/A	-5,974 Reduced 10.06%	53,396 $1.32 Million
Q4 2018 Jan 15, 2019	BUY	N/A	55,170 Added 1313.57%	59,370 $1.38 Million
Q2 2018 Jul 20, 2018	BUY	N/A	4,200 New	4,200 $103,000

Others Institutions Holding IYLD

# of Institutions

Shares Held

1.43M

Call Options Held

Put Options Held

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About ISHARES TR ISHARES MORNINGSTAR

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Steward Partners Investment Advisory, LLC Ishares Tr Ishares Morningstar Transaction History