Steward Partners Investment Advisory, LLC Ishares Morningstar Value 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 Value ETF stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 4,576 shares of ILCV stock, worth $381,455. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,576
Previous 4,598
0.48%
Holding current value
$381,455
Previous $377,000
1.86%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding ILCV
# of Institutions
143Shares Held
8.84MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY941KShares$78.5 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC791KShares$66 Million0.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA690KShares$57.5 Million2.91% of portfolio
-
Matrix Trust CO689KShares$57.4 Million9.7% of portfolio
-
Ubs Group Ag500KShares$41.7 Million0.01% of portfolio