Sterling Financial Planning, Inc. Ishares Trust Ishares Pfd And Transaction History

Sterling Financial Planning, Inc.

$241 Million
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 01, 2022	SELL	$31.63 - $35.35 $6,958 - $7,777	-220 Reduced 1.15%	18,944 $600,000
Q2 2022 Jul 27, 2022	SELL	$32.02 - $36.26 $9,638 - $10,914	-301 Reduced 1.55%	19,164 $630,000
Q1 2022 May 10, 2022	BUY	$34.86 - $39.14 $4,113 - $4,618	118 Added 0.61%	19,465 $709,000
Q4 2021 Feb 02, 2022	BUY	$38.29 - $39.43 $3,139 - $3,233	82 Added 0.43%	19,347 $763,000
Q3 2021 Oct 28, 2021	SELL	$38.55 - $39.48 $13,222 - $13,541	-343 Reduced 1.75%	19,265 $748,000

Q2 2021 Aug 02, 2021	SELL	$37.96 - $39.34 $16,398 - $16,994	-432 Reduced 2.16%	19,608 $771,000
Q1 2021 Apr 28, 2021	SELL	$37.15 - $38.46 $83,327 - $86,265	-2,243 Reduced 10.07%	20,040 $770,000
Q4 2020 Feb 10, 2021	BUY	$36.13 - $38.51 $805,084 - $858,118	22,283 New	22,283 $858,000

Others Institutions Holding PFF

# of Institutions

1,104

Shares Held

198M

Call Options Held

454K

Put Options Held

746K

About ISHARES TRUST ISHARES PFD AND

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