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 315 shares of IHE stock, worth $25,288. This represents 0.0% of its overall portfolio holdings.

Number of Shares
315
Previous 315 -0.0%
Holding current value
$25,288
Previous $20,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$61.0 - $68.22 $19,215 - $21,489
315 New
315 $20,000
Q1 2024

May 15, 2024
BUY
$66.67 - $208.65 $7,200 - $22,534
108 Added 200.0%
162 $10,000
Q4 2023

Feb 12, 2024
SELL
$166.63 - $185.76 $45,489 - $50,712
-273 Reduced 83.49%
54 $10,000
Q3 2023

Nov 13, 2023
SELL
$173.7 - $191.47 $110,125 - $121,391
-634 Reduced 65.97%
327 $57,000
Q2 2023

Aug 14, 2023
SELL
$170.31 - $183.88 $1.3 Million - $1.4 Million
-7,639 Reduced 88.83%
961 $172,000
Q4 2022

Feb 15, 2023
BUY
$55.99 - $189.96 $1,343 - $4,559
24 Added 0.28%
8,600 $1.6 Million
Q3 2022

Nov 10, 2022
SELL
$56.37 - $195.56 $4,227 - $14,667
-75 Reduced 0.87%
8,576 $1.45 Million
Q2 2022

Aug 04, 2022
SELL
$178.46 - $201.82 $52,288 - $59,133
-293 Reduced 3.28%
8,651 $1.66 Million
Q1 2022

May 02, 2022
SELL
$180.82 - $198.07 $1.41 Million - $1.54 Million
-7,784 Reduced 46.53%
8,944 $1.74 Million
Q4 2021

Feb 08, 2022
BUY
$182.18 - $200.3 $24,412 - $26,840
134 Added 0.81%
16,728 $3.34 Million
Q3 2021

Nov 12, 2021
BUY
$183.15 - $198.47 $140,659 - $152,424
768 Added 4.85%
16,594 $3.04 Million
Q2 2021

Aug 13, 2021
BUY
$174.94 - $189.58 $134,004 - $145,218
766 Added 5.09%
15,826 $2.94 Million
Q1 2021

May 14, 2021
SELL
$171.78 - $186.35 $315,216 - $341,952
-1,835 Reduced 10.86%
15,060 $2.68 Million
Q4 2020

Feb 11, 2021
BUY
$159.02 - $179.44 $10,336 - $11,663
65 Added 0.39%
16,895 $3.03 Million
Q3 2020

Oct 30, 2020
BUY
$154.14 - $168.25 $221,190 - $241,438
1,435 Added 9.32%
16,830 $2.75 Million
Q2 2020

Aug 06, 2020
BUY
$129.66 - $158.8 $1.02 Million - $1.24 Million
7,837 Added 103.69%
15,395 $2.37 Million
Q1 2020

Apr 29, 2020
SELL
$117.05 - $165.25 $66,952 - $94,523
-572 Reduced 7.04%
7,558 $1.02 Million
Q4 2019

Jan 17, 2020
BUY
$137.35 - $161.75 $200,531 - $236,155
1,460 Added 21.89%
8,130 $1.3 Million
Q3 2019

Oct 30, 2019
BUY
$137.34 - $153.9 $171,812 - $192,528
1,251 Added 23.09%
6,670 $932,000
Q2 2019

Jul 25, 2019
BUY
$141.13 - $154.65 $764,783 - $838,048
5,419 New
5,419 $817,000

Others Institutions Holding IHE

# of Institutions
161
Shares Held
4.69M
Call Options Held
0
Put Options Held
4.2K
View Full List

About ISHARES TR

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