Steward Partners Investment Advisory, LLC
Position in IEZ — iShares U.S. Oil Equipment & Services ETF
CIK 1723397
STAMFORD, CT
All Filings in IEZ
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IEZ | $607,950 | 21,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 IEZ | $1,542,689 | 73,919 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 IEZ | $1,437,452 | 74,518 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 IEZ | $1,333,281 | 78,567 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 IEZ | $1,949,727 | 99,986 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 IEZ | $994,561 | 50,205 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 IEZ | $2,009 | 100 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 IEZ | $2,227 | 100 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 IEZ | $2,365 | 100 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 IEZ | $2,192 | 100 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 IEZ | $2,404 | 100 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 IEZ | $2,012 | 100 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 IEZ | $6,568 | 340 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 IEZ | $411,682 | 19,419 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 IEZ | $6,609 | 459 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 IEZ | $7,330 | 459 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 IEZ | $478,259 | 24,806 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 IEZ | $1,289 | 100 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 IEZ | $1,369 | 100 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 IEZ | $1,532 | 100 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 IEZ | $317,817 | 23,700 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 IEZ | $1,124 | 100 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 IEZ | $721 | 100 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 IEZ | $220,880 | 25,654 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||