Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 266,297 shares of USIG (ISHARES TR), worth $13.8M as of 2025-Q4. The position was increased (++3.7% shares). USIG represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$13.8M
Current Shares
266,297
Total Value Change
+$743,027
Total Shares Change
+6,525
Other major holders of USIG: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC
Increased |
| 266,297 |
+3.7% |
| $13.8M |
| 0.1% |
| $51.74 |
29 |
| 2025-Q3 | Increased | 256,818 | +1.7% | $13.4M | 0.1% | $51.22 | 28 |
| 2025-Q2 | Increased | 252,553 | +4.3% | $13M | 0.1% | $49.67 | 35 |
| 2025-Q1 | Increased | 242,084 | +3.7% | $12.4M | 0.1% | $48.86 | 35 |
| 2024-Q4 | Decreased | 233,497 | -10.9% | $11.7M | 0.1% | $47.89 | 0 |
| 2024-Q3 | Increased | 261,944 | +0.8% | $13.8M | 0.1% | $49.34 | 34 |
| 2024-Q2 | Increased | 259,772 | +5.3% | $13M | 0.1% | $46.51 | 35 |