Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 150,279 shares of OEF (ISHARES TR), worth $51.5M as of 2025-Q4. The position was decreased (-0.7% shares). OEF represents 0.3% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$51.5M
Current Shares
150,279
Total Value Change
+$24.4M
Total Shares Change
+47,415
Other major holders of OEF: BNP PARIBAS FINANCIAL MARKETS, M&T BANK CORP
Decreased |
| 150,279 |
-0.7% |
| $51.5M |
| 0.3% |
| $345.09 |
0 |
| 2025-Q3 | Increased | 151,286 | +23.8% | $50.4M | 0.3% | $330.62 | 43 |
| 2025-Q2 | Increased | 122,174 | +10.2% | $37.2M | 0.3% | $301.70 | 38 |
| 2025-Q1 | Increased | 110,905 | +11.2% | $30M | 0.3% | $267.39 | 38 |
| 2024-Q4 | Decreased | 99,757 | -0.7% | $28.8M | 0.3% | $287.85 | 0 |
| 2024-Q3 | Decreased | 100,459 | -2.3% | $27.8M | 0.3% | $272.22 | 0 |
| 2024-Q2 | Decreased | 102,864 | -1.2% | $27.2M | 0.3% | $260.49 | 0 |