Sterling Wealth Advisors Inc Ishares Tr Transaction History

Sterling Wealth Advisors Inc

  • $141 Billion
  • Q2 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 137,496 shares of IDV stock, worth $4.95 Million. This represents 3.41% of its overall portfolio holdings.

Number of Shares
137,496
Previous 139,375 1.35%
Holding current value
$4.95 Million
Previous $4.32 Billion 11.47%
% of portfolio
3.41%
Previous 3.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
527
Shares Held
80.5M
Call Options Held
40.6K
Put Options Held
53.6K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
Track This Portfolio

Track Sterling Wealth Advisors Inc Portfolio

Follow Sterling Wealth Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Sterling Wealth Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email