Sterling Financial Planning, Inc. Ishares S&P Small Cap 600 Grow Transaction History

Sterling Financial Planning, Inc.

$264 Million
Q4 2024

A detailed history of Sterling Financial Planning, Inc. transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 112,378 shares of IJT stock, worth $14.9 Million. This represents 5.77% of its overall portfolio holdings.

Number of Shares

112,378

Previous 113,280 0.8%

Holding current value

$14.9 Million

Previous $15.8 Million 3.73%

% of portfolio

5.77%

Previous 6.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$134.53 - $150.65 $121,346 - $135,886	-902 Reduced 0.8%	112,378 $15.2 Million
Q3 2024 Oct 31, 2024	BUY	$127.29 - $141.5 $428,330 - $476,147	3,365 Added 3.06%	113,280 $15.8 Million
Q2 2024 Jul 30, 2024	BUY	$121.57 - $132.2 $176,398 - $191,822	1,451 Added 1.34%	109,915 $14.1 Million
Q1 2024 May 06, 2024	BUY	$119.97 - $130.73 $27,113 - $29,544	226 Added 0.21%	108,464 $14.2 Million
Q4 2023 Jan 31, 2024	BUY	$103.08 - $127.26 $341,297 - $421,357	3,311 Added 3.16%	108,238 $13.5 Million
Q3 2023 Nov 03, 2023	BUY	$108.37 - $120.85 $124,300 - $138,614	1,147 Added 1.11%	104,927 $11.5 Million
Q2 2023 Jul 28, 2023	BUY	$104.35 - $114.93 $1.11 Million - $1.23 Million	10,673 Added 11.46%	103,780 $11.9 Million
Q1 2023 May 03, 2023	BUY	$105.46 - $120.16 $673,151 - $766,981	6,383 Added 7.36%	93,107 $10.2 Million
Q4 2022 Feb 06, 2023	BUY	$102.93 - $117.14 $363,651 - $413,855	3,533 Added 4.25%	86,724 $9.37 Million
Q3 2022 Nov 01, 2022	BUY	$100.74 - $123.41 $670,021 - $820,799	6,651 Added 8.69%	83,191 $8.46 Million
Q2 2022 Jul 27, 2022	BUY	$101.11 - $126.58 $401,002 - $502,016	3,966 Added 5.46%	76,540 $8.06 Million
Q1 2022 May 10, 2022	BUY	$119.16 - $140.17 $446,969 - $525,777	3,751 Added 5.45%	72,574 $9.08 Million
Q4 2021 Feb 02, 2022	BUY	$130.52 - $143.62 $13,704 - $15,080	105 Added 0.15%	68,823 $9.55 Million
Q3 2021 Oct 28, 2021	BUY	$125.08 - $136.86 $81,802 - $89,506	654 Added 0.96%	68,718 $8.94 Million
Q2 2021 Aug 02, 2021	BUY	$122.71 - $133.56 $194,495 - $211,692	1,585 Added 2.38%	68,064 $9.03 Million
Q1 2021 Apr 28, 2021	BUY	$113.22 - $134.41 $219,533 - $260,620	1,939 Added 3.0%	66,479 $8.53 Million
Q4 2020 Feb 10, 2021	BUY	$89.39 - $115.31 $5.77 Million - $7.44 Million	64,540 New	64,540 $7.37 Million

Others Institutions Holding IJT

# of Institutions

817

Shares Held

28.1M

Call Options Held

9.9K

Put Options Held

View Full List

About ISHARES S&P SMALL CAP 600 GROW

Ticker IJT
Sector ETFs
Industry ETFs

More about IJT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Financial Planning, Inc. with notifications on news.

Account

Sterling Financial Planning, Inc. Ishares S&P Small Cap 600 Grow Transaction History