Steward Partners Investment Advisory, LLC Ishares Tr Residential And Mul Transaction History

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 480 shares of REZ stock, worth $41,947. This represents 0.0% of its overall portfolio holdings.

Number of Shares
480
Previous 480 -0.0%
Holding current value
$41,947
Previous $34,000 5.88%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 12, 2024
SELL
$61.4 - $74.46 $25,788 - $31,273
-420 Reduced 46.67%
480 $35,000
Q2 2023

Aug 14, 2023
BUY
$68.53 - $73.43 $137 - $146
2 Added 0.22%
900 $65,000
Q1 2023

May 15, 2023
SELL
$65.21 - $77.8 $1.69 Million - $2.02 Million
-25,916 Reduced 96.65%
898 $63,000
Q4 2022

Feb 15, 2023
BUY
$66.83 - $73.54 $45,177 - $49,713
676 Added 2.59%
26,814 $1.83 Million
Q3 2022

Nov 10, 2022
BUY
$70.67 - $88.84 $42,826 - $53,837
606 Added 2.37%
26,138 $1.88 Million
Q2 2022

Aug 04, 2022
BUY
$75.39 - $99.18 $41,162 - $54,152
546 Added 2.19%
25,532 $2.04 Million
Q1 2022

May 02, 2022
BUY
$88.05 - $98.21 $2.16 Million - $2.41 Million
24,506 Added 5105.42%
24,986 $2.4 Million
Q4 2020

Feb 11, 2021
BUY
$59.11 - $69.37 $6,383 - $7,491
108 Added 29.03%
480 $33,000
Q3 2020

Oct 30, 2020
BUY
$58.39 - $64.73 $21,721 - $24,079
372 New
372 $23,000
Q4 2018

Jan 15, 2019
SELL
N/A
-250 Closed
0 $0
Q2 2018

Jul 20, 2018
BUY
N/A
250 New
250 $16,000

Others Institutions Holding REZ

# of Institutions
164
Shares Held
5.83M
Call Options Held
17.3K
Put Options Held
12.9K
View Full List

About ISHARES TR RESIDENTIAL AND MUL

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