Steward Partners Investment Advisory, LLC
Position in IAK — iShares U.S. Insurance ETF
CIK 1723397
STAMFORD, CT
All Filings in IAK
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 IAK | $205,314 | 1,508 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 IAK | $774,291 | 5,777 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 IAK | $754,992 | 5,615 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 IAK | $601,540 | 4,365 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 IAK | $741,999 | 5,867 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 IAK | $805,788 | 6,244 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 IAK | $665,437 | 5,893 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 IAK | $688,844 | 5,868 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 IAK | $587,504 | 5,868 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 IAK | $556,682 | 6,074 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 IAK | $533,843 | 6,074 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 IAK | $528,960 | 6,178 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 IAK | $561,287 | 6,141 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 IAK | $485,138 | 6,134 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 IAK | $284,836 | 3,433 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 IAK | $165,108 | 1,810 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 IAK | $145,244 | 1,738 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 IAK | $135,911 | 1,738 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 IAK | $134,521 | 1,738 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 IAK | $129,063 | 1,738 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 IAK | $117,315 | 1,738 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 IAK | $96,876 | 1,738 | Shares | Sole | 2020-10-30 | |
| No filing history on record for this holder in this stock. | ||||||