Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 13,548 shares of IBDT stock, worth $339,106. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,548
Previous 1,978 584.93%
Holding current value
$339,106
Previous $50,000 574.0%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$24.82 - $25.48 $287,167 - $294,803
11,570 Added 584.93%
13,548 $337,000
Q3 2024

Nov 14, 2024
BUY
$24.62 - $25.59 $9,971 - $10,363
405 Added 25.75%
1,978 $50,000
Q1 2024

May 15, 2024
SELL
$24.69 - $25.14 $19,900 - $20,262
-806 Reduced 33.88%
1,573 $39,000
Q3 2023

Nov 13, 2023
SELL
$23.94 - $24.67 $19,152 - $19,736
-800 Reduced 25.17%
2,379 $57,000
Q2 2023

Aug 14, 2023
SELL
$24.43 - $25.1 $58,558 - $60,164
-2,397 Reduced 42.99%
3,179 $77,000
Q1 2023

May 15, 2023
SELL
$24.16 - $25.2 $33,340 - $34,776
-1,380 Reduced 19.84%
5,576 $139,000
Q3 2022

Nov 10, 2022
SELL
$23.63 - $25.66 $472 - $513
-20 Reduced 0.29%
6,956 $165,000
Q2 2022

Aug 04, 2022
SELL
$24.36 - $26.23 $19,098 - $20,564
-784 Reduced 10.1%
6,976 $174,000
Q3 2021

Nov 12, 2021
BUY
$28.65 - $29.2 $61,884 - $63,072
2,160 Added 38.57%
7,760 $222,000
Q2 2021

Aug 13, 2021
BUY
$28.3 - $28.9 $99,955 - $102,074
3,532 Added 170.79%
5,600 $162,000
Q3 2020

Oct 30, 2020
BUY
$28.88 - $29.59 $59,723 - $61,192
2,068 New
2,068 $60,000

Others Institutions Holding IBDT

# of Institutions
338
Shares Held
78.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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