Sterling Financial Planning, Inc. Ishares Tr Transaction History
Sterling Financial Planning, Inc.
- $241 Million
- Q1 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 115,390 shares of IDV stock, worth $3.27 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
115,390
Previous 121,409
4.96%
Holding current value
$3.27 Million
Previous $3.4 Million
4.8%
% of portfolio
1.34%
Previous 1.5%
Shares
14 transactions
Others Institutions Holding IDV
# of Institutions
461Shares Held
77.6MCall Options Held
83.2KPut Options Held
22.3K-
Bank Of America Corp Charlotte, NC10.6MShares$301 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.7MShares$190 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.3MShares$150 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.77MShares$107 Million0.03% of portfolio
-
Ubs Group Ag2.96MShares$83.8 Million0.02% of portfolio