Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 43,787 shares of IBMN stock, worth $1.17 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

43,787

Previous 55,860 21.61%

Holding current value

$1.17 Million

Previous $1.49 Million 21.76%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$26.55 - $26.67 $320,538 - $321,986	-12,073 Reduced 21.61%	43,787 $1.17 Million
Q3 2024 Nov 14, 2024	SELL	$26.42 - $26.67 $521,927 - $526,865	-19,755 Reduced 26.13%	55,860 $1.49 Million
Q2 2024 Aug 08, 2024	SELL	$26.34 - $26.49 $72,698 - $73,112	-2,760 Reduced 3.52%	75,615 $2 Million
Q1 2024 May 15, 2024	SELL	$26.4 - $26.55 $179,282 - $180,301	-6,791 Reduced 7.97%	78,375 $2.07 Million
Q4 2023 Feb 12, 2024	SELL	$26.02 - $26.55 $734,570 - $749,533	-28,231 Reduced 24.9%	85,166 $2.26 Million
Q3 2023 Nov 13, 2023	SELL	$26.08 - $26.38 $72,971 - $73,811	-2,798 Reduced 2.41%	113,397 $2.96 Million
Q2 2023 Aug 14, 2023	SELL	$26.14 - $26.64 $80,511 - $82,051	-3,080 Reduced 2.58%	116,195 $3.06 Million
Q1 2023 May 15, 2023	SELL	$26.16 - $26.7 $11,196 - $11,427	-428 Reduced 0.36%	119,275 $3.17 Million
Q4 2022 Feb 15, 2023	SELL	$25.83 - $26.5 $270,491 - $277,508	-10,472 Reduced 8.04%	119,703 $3.16 Million
Q3 2022 Nov 10, 2022	SELL	$25.89 - $26.92 $118,317 - $123,024	-4,570 Reduced 3.39%	130,175 $3.37 Million
Q2 2022 Aug 04, 2022	BUY	$26.16 - $26.71 $3.47 Million - $3.55 Million	132,811 Added 6867.17%	134,745 $3.59 Million
Q2 2019 Jul 25, 2019	BUY	$26.38 - $26.91 $51,018 - $52,043	1,934 New	1,934 $52,000

Others Institutions Holding IBMN

# of Institutions

177

Shares Held

18.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

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Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History