Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,248 shares of IBDW stock, worth $25,671. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,248
Previous 3,330 62.52%
Holding current value
$25,671
Previous $70,000 64.29%
% 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
$20.28 - $21.2 $42,222 - $44,138
-2,082 Reduced 62.52%
1,248 $25,000
Q3 2024

Nov 14, 2024
BUY
$20.12 - $21.28 $15,854 - $16,768
788 Added 31.0%
3,330 $70,000
Q3 2023

Nov 13, 2023
BUY
$19.34 - $20.36 $19,494 - $20,522
1,008 Added 65.71%
2,542 $49,000
Q2 2023

Aug 14, 2023
BUY
$20.06 - $20.81 $30,772 - $31,922
1,534 New
1,534 $31,000

Others Institutions Holding IBDW

# of Institutions
182
Shares Held
54.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBDW Quotes by TradingView
  • Ticker IBDW
More about IBDW
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