Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 4,260 shares of IBDU stock, worth $98,406. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,260
Previous 5,981 28.77%
Holding current value
$98,406
Previous $140,000 30.71%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 06, 2025
SELL
$22.71 - $23.47 $39,083 - $40,391
-1,721 Reduced 28.77%
4,260 $97,000
Q3 2024

Nov 14, 2024
BUY
$22.51 - $23.57 $95,892 - $100,408
4,260 Added 247.53%
5,981 $140,000
Q3 2023

Nov 13, 2023
BUY
$21.83 - $22.62 $19,799 - $20,516
907 Added 111.43%
1,721 $37,000
Q2 2023

Aug 14, 2023
BUY
$22.32 - $23.04 $18,168 - $18,754
814 New
814 $18,000

Others Institutions Holding IBDU

# of Institutions
269
Shares Held
80.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

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