Steward Partners Investment Advisory, LLC Ishares Morningstar Growth ETF Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Morningstar Growth ETF stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 60,990 shares of ILCG stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

60,990

Previous 60,686 0.5%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	N/A	304 Added 0.5%	60,990 $0
Q3 2024 Nov 14, 2024	SELL	N/A	-80 Reduced 0.13%	60,686 $0
Q2 2024 Aug 08, 2024	BUY	N/A	3,420 Added 5.96%	60,766 $0
Q1 2024 May 15, 2024	BUY	N/A	5,076 Added 9.71%	57,346 $0
Q4 2023 Feb 12, 2024	BUY	N/A	14,357 Added 37.87%	52,270 $0
Q3 2023 Nov 13, 2023	BUY	N/A	28,113 Added 286.87%	37,913 $0
Q2 2023 Aug 14, 2023	SELL	N/A	-150 Reduced 1.51%	9,800 $0
Q1 2023 May 15, 2023	SELL	N/A	-800 Reduced 7.44%	9,950 $0
Q4 2022 Feb 15, 2023	SELL	N/A	-200 Reduced 1.83%	10,750 $0
Q3 2022 Nov 10, 2022	BUY	N/A	10,950 New	10,950 $528,000
Q2 2021 Aug 13, 2021	SELL	N/A	-300 Closed	0 $0
Q1 2021 May 14, 2021	BUY	N/A	300 New	300 $0

Others Institutions Holding ILCG

# of Institutions

296

Shares Held

17.3M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR GROWTH ETF

Ticker ILCG

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Steward Partners Investment Advisory, LLC Ishares Morningstar Growth ETF Transaction History