Sterling Investment Advisors, Ltd. Ishares Tr Transaction History

Sterling Investment Advisors, Ltd.

$348 Million
Q2 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 05, 2022	BUY	$89.32 - $112.61 $229,016 - $288,732	2,564 Added 4.15%	64,304 $7.57 Million
Q1 2022 May 03, 2022	BUY	$102.45 - $118.45 $345,871 - $399,887	3,376 Added 5.78%	61,740 $7.91 Million
Q4 2021 Feb 02, 2022	BUY	$107.69 - $118.54 $460,590 - $506,995	4,277 Added 7.91%	58,364 $7.16 Million
Q3 2021 Nov 09, 2021	BUY	$106.77 - $113.98 $470,855 - $502,651	4,410 Added 8.88%	54,087 $6.21 Million
Q2 2021 Jul 29, 2021	BUY	$101.05 - $107.97 $262,831 - $280,829	2,601 Added 5.53%	49,677 $5.79 Million
Q1 2021 May 04, 2021	BUY	$93.02 - $100.44 $1.4 Million - $1.51 Million	15,039 Added 46.94%	47,076 $5.37 Million
Q4 2020 Jan 21, 2021	BUY	$81.36 - $94.32 $750,220 - $869,724	9,221 Added 40.41%	32,037 $3.08 Million
Q3 2020 Oct 26, 2020	BUY	$76.94 - $88.82 $512,728 - $591,896	6,664 Added 41.26%	22,816 $1.86 Million
Q2 2020 Jul 24, 2020	BUY	$60.32 - $80.25 $800,144 - $1.06 Million	13,265 Added 459.47%	16,152 $1.3 Million
Q1 2020 Apr 30, 2020	BUY	$54.71 - $84.04 $5,471 - $8,404	100 Added 3.59%	2,887 $212,000
Q4 2019 Feb 10, 2020	BUY	$71.59 - $80.04 $429 - $480	6 Added 0.22%	2,787 $294,000
Q3 2019 Oct 15, 2019	SELL	$73.36 - $74.95 $14,672 - $14,990	-200 Reduced 6.71%	2,781 $284,000
Q2 2019 Aug 06, 2019	BUY	N/A	3 Added 0.1%	2,981 $297,000
Q1 2019 May 01, 2019	BUY	N/A	24 Added 0.81%	2,978 $292,000
Q4 2018 Jan 18, 2019	SELL	N/A	-45 Reduced 1.5%	2,954 $263,000
Q3 2018 Nov 09, 2018	BUY	N/A	254 Added 9.25%	2,999 $299,000
Q2 2018 Jul 26, 2018	SELL	N/A	-1 Reduced 0.04%	2,745 $268,000
Q1 2018 Apr 23, 2018	BUY	N/A	253 Added 10.15%	2,746 $261,000
Q4 2017 Jan 29, 2018	BUY	N/A	6 Added 0.24%	2,493 $246,000
Q3 2017 Nov 03, 2017	SELL	N/A	-107 Reduced 4.12%	2,487 $233,000
Q2 2017 Aug 09, 2017	BUY	N/A	2,594	2,594 $239,000

Others Institutions Holding IYY

# of Institutions

236

Shares Held

3.42M

Call Options Held

6.5K

Put Options Held

300

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