Sterling Wealth Advisors Inc Ishares Tr Transaction History

Sterling Wealth Advisors Inc

  • $130 Billion
  • Q1 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 139,375 shares of IDV stock, worth $4.68 Million. This represents 3.33% of its overall portfolio holdings.

Number of Shares
139,375
Previous 142,891 2.46%
Holding current value
$4.68 Million
Previous $3.91 Billion 10.51%
% of portfolio
3.33%
Previous 3.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
504
Shares Held
79.1M
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
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