Steward Partners Investment Advisory, LLC Ishares Global Materials ETF Transaction History

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Global Materials ETF stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 380 shares of MXI stock, worth $31,513. This represents 0.0% of its overall portfolio holdings.

Number of Shares
380
Previous 205 85.37%
Holding current value
$31,513
Previous $19,000 52.63%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 06, 2025
BUY
$77.6 - $93.04 $13,579 - $16,282
175 Added 85.37%
380 $29,000
Q3 2024

Nov 14, 2024
BUY
$82.55 - $93.68 $6,604 - $7,494
80 Added 64.0%
205 $19,000
Q2 2024

Aug 08, 2024
BUY
$84.78 - $91.93 $6,358 - $6,894
75 Added 150.0%
125 $10,000
Q1 2022

May 02, 2022
BUY
$86.07 - $94.71 $4,303 - $4,735
50 New
50 $5,000
Q3 2020

Oct 30, 2020
SELL
$62.54 - $73.13 $3,127 - $3,656
-50 Closed
0 $0
Q2 2020

Aug 06, 2020
BUY
$47.61 - $65.09 $2,380 - $3,254
50 New
50 $3,000

Others Institutions Holding MXI

# of Institutions
92
Shares Held
1.07M
Call Options Held
0
Put Options Held
5.4K
View Full List

About ISHARES GLOBAL MATERIALS ETF

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