Sterling Wealth Advisors Inc Ishares Tr Transaction History

Sterling Wealth Advisors Inc

  • $157 Billion
  • Q3 2025

A detailed history of Sterling Wealth Advisors Inc transactions in Ishares Tr stock. As of the latest transaction made, Sterling Wealth Advisors Inc holds 136,651 shares of IDV stock, worth $4.99 Million. This represents 3.21% of its overall portfolio holdings.

Number of Shares
136,651
Previous 137,496 0.61%
Holding current value
$4.99 Million
Previous $4.82 Billion 4.4%
% of portfolio
3.21%
Previous 3.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$34.54 - $37.28 $29,186 - $31,501
-845 Reduced 0.61%
136,651 $5.03 Billion
Q2 2025

Jul 16, 2025
SELL
$27.79 - $34.84 $52,217 - $65,464
-1,879 Reduced 1.35%
137,496 $4.82 Billion
Q1 2025

May 12, 2025
SELL
$27.0 - $31.7 $94,932 - $111,457
-3,516 Reduced 2.46%
139,375 $4.32 Billion
Q4 2024

Jan 28, 2025
BUY
$27.03 - $29.92 $3.86 Million - $4.28 Million
142,891 New
142,891 $3.91 Billion

Others Institutions Holding IDV

# of Institutions
574
Shares Held
97.9M
Call Options Held
23.6K
Put Options Held
67.9K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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