Sterling Financial Planning, Inc. Ishares Tr Transaction History

Sterling Financial Planning, Inc.

  • $263 Million
  • Q3 2024

A detailed history of Sterling Financial Planning, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 2,017 shares of DVY stock, worth $267,272. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,017
Previous 2,165 6.84%
Holding current value
$267,272
Previous $261,000 4.21%
% of portfolio
0.1%
Previous 0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$119.99 - $135.74 $17,758 - $20,089
-148 Reduced 6.84%
2,017 $272,000
Q4 2023

Jan 31, 2024
BUY
$102.97 - $119.06 $1,441 - $1,666
14 Added 0.65%
2,165 $253,000
Q2 2023

Jul 28, 2023
BUY
$108.5 - $119.27 $434 - $477
4 Added 0.19%
2,151 $243,000
Q1 2023

May 03, 2023
BUY
$110.68 - $126.38 $442 - $505
4 Added 0.19%
2,147 $251,000
Q4 2022

Feb 06, 2023
SELL
$107.39 - $125.5 $3,114 - $3,639
-29 Reduced 1.34%
2,143 $258,000
Q2 2022

Jul 27, 2022
SELL
$113.21 - $132.14 $6,113 - $7,135
-54 Reduced 2.43%
2,172 $256,000
Q1 2022

May 10, 2022
BUY
$119.99 - $129.75 $479 - $519
4 Added 0.18%
2,226 $285,000
Q4 2021

Feb 02, 2022
BUY
$114.37 - $122.59 $3,888 - $4,168
34 Added 1.55%
2,222 $272,000
Q2 2021

Aug 02, 2021
BUY
$114.14 - $123.06 $4,109 - $4,430
36 Added 1.67%
2,188 $255,000
Q4 2020

Feb 10, 2021
BUY
$81.33 - $97.54 $175,022 - $209,906
2,152 New
2,152 $207,000

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

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