Sterling Financial Planning, Inc. Ishares Tr Transaction History

Sterling Financial Planning, Inc.

$306 Million
Q3 2025

A detailed history of Sterling Financial Planning, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 4,168 shares of EMB stock, worth $400,002. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,168

Previous 4,157 0.26%

Holding current value

$400,002

Previous $385,000 2.86%

% of portfolio

0.13%

Previous 0.13%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$91.52 - $95.59 $1,006 - $1,051	11 Added 0.26%	4,168 $396,000
Q2 2025 Jul 28, 2025	SELL	$86.54 - $92.62 $18,346 - $19,635	-212 Reduced 4.85%	4,157 $385,000
Q1 2025 Apr 28, 2025	BUY	$88.64 - $92.03 $620 - $644	7 Added 0.16%	4,369 $395,000
Q4 2024 Jan 31, 2025	BUY	$88.94 - $93.46 $444 - $467	5 Added 0.11%	4,362 $388,000
Q3 2024 Oct 31, 2024	BUY	$87.75 - $93.74 $877 - $937	10 Added 0.23%	4,357 $407,000

Q2 2024 Jul 30, 2024	BUY	$86.66 - $89.88 $866 - $898	10 Added 0.23%	4,347 $384,000
Q1 2024 May 06, 2024	SELL	$86.49 - $90.08 $10,205 - $10,629	-118 Reduced 2.65%	4,337 $388,000
Q4 2023 Jan 31, 2024	SELL	$79.71 - $89.68 $93,579 - $105,284	-1,174 Reduced 20.86%	4,455 $396,000
Q3 2023 Nov 03, 2023	BUY	$82.42 - $87.68 $2,142 - $2,279	26 Added 0.46%	5,629 $464,000
Q2 2023 Jul 28, 2023	BUY	$83.9 - $86.54 $2,600 - $2,682	31 Added 0.56%	5,603 $484,000
Q1 2023 May 03, 2023	SELL	$83.99 - $89.55 $19,905 - $21,223	-237 Reduced 4.08%	5,572 $480,000
Q4 2022 Feb 06, 2023	BUY	$77.09 - $87.8 $4,317 - $4,916	56 Added 0.97%	5,809 $491,000
Q3 2022 Nov 01, 2022	SELL	$78.71 - $90.17 $40,220 - $46,076	-511 Reduced 8.16%	5,753 $457,000
Q2 2022 Jul 27, 2022	SELL	$84.66 - $98.11 $11,513 - $13,342	-136 Reduced 2.13%	6,264 $534,000
Q1 2022 May 10, 2022	SELL	$93.87 - $107.98 $3,754 - $4,319	-40 Reduced 0.62%	6,400 $626,000
Q4 2021 Feb 02, 2022	SELL	$106.57 - $110.92 $43,373 - $45,144	-407 Reduced 5.94%	6,440 $702,000
Q3 2021 Oct 28, 2021	SELL	$109.98 - $113.55 $8,468 - $8,743	-77 Reduced 1.11%	6,847 $754,000
Q2 2021 Aug 02, 2021	SELL	$109.25 - $112.9 $105,098 - $108,609	-962 Reduced 12.2%	6,924 $779,000
Q1 2021 Apr 28, 2021	SELL	$106.72 - $115.35 $65,419 - $70,709	-613 Reduced 7.21%	7,886 $859,000
Q4 2020 Feb 10, 2021	BUY	$109.8 - $115.91 $933,190 - $985,119	8,499 New	8,499 $985,000

Others Institutions Holding EMB

# of Institutions

1,042

Shares Held

144M

Call Options Held

4.25M

Put Options Held

9.47M

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About ISHARES TR

Ticker EMB
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Sterling Financial Planning, Inc. Ishares Tr Transaction History