Sterling Financial Planning, Inc. Ishares Tr Transaction History
Sterling Financial Planning, Inc.
- $263 Million
- Q3 2024
A detailed history of Sterling Financial Planning, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 94,282 shares of IDV stock, worth $2.66 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
94,282
Previous 102,184
7.73%
Holding current value
$2.66 Million
Previous $2.83 Million
0.81%
% of portfolio
1.08%
Previous 1.18%
Shares
16 transactions
Others Institutions Holding IDV
# of Institutions
479Shares Held
76.4MCall Options Held
92.6KPut Options Held
28.2K-
Bank Of America Corp Charlotte, NC10.8MShares$304 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.84MShares$193 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.38MShares$152 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.76MShares$106 Million0.03% of portfolio
-
Ubs Group Ag2.66MShares$75 Million0.02% of portfolio