Sterling Financial Planning, Inc. Ishares S&P Midcap 400 Growth Transaction History
Sterling Financial Planning, Inc.
- $240 Million
- Q2 2024
A detailed history of Sterling Financial Planning, Inc. transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 159,757 shares of IJK stock, worth $14.7 Million. This represents 5.86% of its overall portfolio holdings.
Number of Shares
159,757
Previous 158,735
0.64%
Holding current value
$14.7 Million
Previous $14.5 Million
2.82%
% of portfolio
5.86%
Previous 6.0%
Shares
15 transactions
Others Institutions Holding IJK
# of Institutions
907Shares Held
74MCall Options Held
2.7KPut Options Held
0-
Wells Fargo & Company San Francisco, CA7.07MShares$649 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.74MShares$619 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY3.44MShares$316 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$308 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA2.95MShares$271 Million12.99% of portfolio