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 14,350 shares of ITB stock, worth $1.68 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
14,350
Previous 14,254 0.67%
Holding current value
$1.68 Million
Previous $1.44 Million 26.6%
% of portfolio
0.9%
Previous 0.75%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR


  • Ticker ITB
  • Sector ETFs
  • Industry ETFs
More about ITB
Track This Portfolio

Track Stonebridge Financial Planning Group, LLC Portfolio

Follow Stonebridge Financial Planning Group, LLC 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 Stonebridge Financial Planning Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonebridge Financial Planning Group, LLC with notifications on news.