Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 87,390 shares of SHV (ISHARES TR), worth $9.6M as of 2025-Q4. The position was decreased (-21.9% shares). SHV represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$9.6M
Current Shares
87,390
Total Value Change
-$19.9M
Total Shares Change
-179,529
Other major holders of SHV: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC, BANQUE PICTET & CIE SA
Decreased |
| 87,390 |
-21.9% |
| $9.6M |
| 0.1% |
| $109.78 |
0 |
| 2025-Q3 | Decreased | 111,905 | -41.0% | $12.4M | 0.1% | $108.70 | 0 |
| 2025-Q2 | Decreased | 189,762 | -24.5% | $21M | 0.2% | $107.52 | 0 |
| 2025-Q1 | Increased | 251,422 | +48.0% | $27.8M | 0.2% | $106.43 | 47 |
| 2024-Q4 | Decreased | 169,840 | -33.5% | $18.7M | 0.2% | $105.37 | 0 |
| 2024-Q3 | Decreased | 255,453 | -4.3% | $28.3M | 0.3% | $104.19 | 0 |
| 2024-Q2 | Increased | 266,919 | +4.6% | $29.5M | 0.3% | $102.73 | 36 |