Stonebridge Financial Planning Group, LLC Ishares Tr Transaction History

Stonebridge Financial Planning Group, LLC

  • $229 Million
  • Q2 2025

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 8,850 shares of ITB stock, worth $919,161. This represents 0.36% of its overall portfolio holdings.

Number of Shares
8,850
Previous 14,681 39.72%
Holding current value
$919,161
Previous $1.4 Million 41.02%
% of portfolio
0.36%
Previous 0.67%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$85.52 - $96.61 $498,667 - $563,332
-5,831 Reduced 39.72%
8,850 $824,000
Q1 2025

May 08, 2025
SELL
$93.86 - $111.45 $39,890 - $47,366
-425 Reduced 2.81%
14,681 $1.4 Million
Q4 2024

Feb 18, 2025
BUY
$103.31 - $129.34 $78,102 - $97,781
756 Added 5.27%
15,106 $1.56 Million
Q3 2024

Nov 08, 2024
BUY
$97.52 - $128.64 $9,361 - $12,349
96 Added 0.67%
14,350 $1.82 Million
Q2 2024

Aug 07, 2024
BUY
$100.52 - $113.96 $745,556 - $845,241
7,417 Added 108.48%
14,254 $1.44 Million
Q1 2024

May 13, 2024
BUY
$97.53 - $115.77 $666,812 - $791,519
6,837 New
6,837 $791,000

Others Institutions Holding ITB

# of Institutions
391
Shares Held
22.3M
Call Options Held
3.36M
Put Options Held
4.3M
View Full List

About ISHARES TR

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