Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 146,445 shares of IVE (ISHARES TR), worth $31.1M as of 2025-Q4. The position was increased (++27.4% shares). IVE represents 0.2% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$31.1M
Current Shares
146,445
Total Value Change
+$21.3M
Total Shares Change
+92,709
Other major holders of IVE: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Increased |
| 146,445 |
+27.4% |
| $31.1M |
| 0.2% |
| $213.56 |
43 |
| 2025-Q3 | Increased | 114,992 | +20.7% | $23.7M | 0.1% | $204.84 | 41 |
| 2025-Q2 | Increased | 95,300 | +38.3% | $18.6M | 0.1% | $192.62 | 45 |
| 2025-Q1 | Increased | 68,932 | +27.3% | $13.1M | 0.1% | $186.32 | 42 |
| 2024-Q4 | Increased | 54,131 | +1.3% | $10.3M | 0.1% | $187.40 | 28 |
| 2024-Q3 | Decreased | 53,422 | -0.6% | $10.5M | 0.1% | $192.13 | 0 |
| 2024-Q2 | Increased | 53,736 | +3.3% | $9.8M | 0.1% | $176.93 | 34 |