Steward Partners Investment Advisory, LLC Ishares Tr Ishares Morningstar Transaction History

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Ishares Morningstar stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 17,394 shares of IYLD stock, worth $352,402. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,394
Previous 12,998 33.82%
Holding current value
$352,402
Previous $268,000 26.12%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 06, 2025
BUY
$19.48 - $20.66 $85,634 - $90,821
4,396 Added 33.82%
17,394 $338,000
Q3 2024

Nov 14, 2024
BUY
$19.72 - $20.73 $3,687 - $3,876
187 Added 1.46%
12,998 $268,000
Q2 2024

Aug 08, 2024
BUY
$19.35 - $20.16 $3,173 - $3,306
164 Added 1.3%
12,811 $254,000
Q1 2024

May 15, 2024
SELL
$19.46 - $19.93 $725,215 - $742,731
-37,267 Reduced 74.66%
12,647 $252,000
Q4 2023

Feb 12, 2024
BUY
$18.43 - $20.12 $690,314 - $753,614
37,456 Added 300.66%
49,914 $1 Million
Q3 2023

Nov 13, 2023
SELL
$18.96 - $19.68 $20,931 - $21,726
-1,104 Reduced 8.14%
12,458 $237,000
Q2 2023

Aug 14, 2023
BUY
$18.84 - $19.52 $357 - $370
19 Added 0.14%
13,562 $264,000
Q1 2023

May 15, 2023
SELL
$18.75 - $20.3 $26,868 - $29,089
-1,433 Reduced 9.57%
13,543 $260,000
Q4 2022

Feb 15, 2023
BUY
$18.04 - $19.73 $14,648 - $16,020
812 Added 5.73%
14,976 $284,000
Q3 2022

Nov 10, 2022
BUY
$18.36 - $20.67 $7,380 - $8,309
402 Added 2.92%
14,164 $260,000
Q2 2022

Aug 04, 2022
BUY
$19.62 - $22.38 $1,000 - $1,141
51 Added 0.37%
13,762 $273,000
Q1 2022

May 02, 2022
SELL
$21.76 - $23.86 $1,022 - $1,121
-47 Reduced 0.34%
13,711 $307,000
Q4 2021

Feb 08, 2022
SELL
$23.68 - $24.27 $10,253 - $10,508
-433 Reduced 3.05%
13,758 $331,000
Q3 2021

Nov 12, 2021
BUY
$23.93 - $24.47 $135,372 - $138,426
5,657 Added 66.29%
14,191 $340,000
Q2 2021

Aug 13, 2021
SELL
$23.48 - $24.3 $20,803 - $21,529
-886 Reduced 9.41%
8,534 $206,000
Q1 2021

May 14, 2021
BUY
$23.24 - $24.06 $159,426 - $165,051
6,860 Added 267.97%
9,420 $0
Q4 2020

Feb 11, 2021
SELL
$22.03 - $24.07 $1.11 Million - $1.21 Million
-50,289 Reduced 95.16%
2,560 $62,000
Q3 2020

Oct 30, 2020
BUY
$22.15 - $23.13 $22,150 - $23,130
1,000 Added 1.93%
52,849 $1.19 Million
Q2 2020

Aug 06, 2020
SELL
$18.99 - $23.14 $144,570 - $176,164
-7,613 Reduced 12.8%
51,849 $1.15 Million
Q1 2020

Apr 29, 2020
BUY
$18.15 - $26.07 $135,217 - $194,221
7,450 Added 14.32%
59,462 $1.19 Million
Q4 2019

Jan 17, 2020
SELL
$24.57 - $25.69 $49,189 - $51,431
-2,002 Reduced 3.71%
52,012 $1.33 Million
Q3 2019

Oct 30, 2019
BUY
$24.82 - $25.07 $60,635 - $61,246
2,443 Added 4.74%
54,014 $1.35 Million
Q2 2019

Jul 25, 2019
SELL
N/A
-1,825 Reduced 3.42%
51,571 $1.3 Million
Q1 2019

Apr 30, 2019
SELL
N/A
-5,974 Reduced 10.06%
53,396 $1.32 Million
Q4 2018

Jan 15, 2019
BUY
N/A
55,170 Added 1313.57%
59,370 $1.38 Million
Q2 2018

Jul 20, 2018
BUY
N/A
4,200 New
4,200 $103,000

Others Institutions Holding IYLD

# of Institutions
58
Shares Held
1.74M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES MORNINGSTAR

IYLD Quotes by TradingView
  • Ticker IYLD
  • Sector ETFs
  • Industry ETFs
More about IYLD
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email