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 82,534 shares of IDV stock, worth $3.15 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

82,534

Previous 87,308 5.47%

Holding current value

$3.15 Million

Previous $3.01 Million 0.13%

% of portfolio

0.99%

Previous 1.04%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$34.54 - $37.28 $164,893 - $177,974	-4,774 Reduced 5.47%	82,534 $3.02 Million
Q2 2025 Jul 28, 2025	SELL	$27.79 - $34.84 $143,729 - $180,192	-5,172 Reduced 5.59%	87,308 $3.01 Million
Q1 2025 Apr 28, 2025	SELL	$27.0 - $31.7 $757,620 - $889,502	-28,060 Reduced 23.28%	92,480 $2.87 Million
Q4 2024 Jan 31, 2025	BUY	$27.03 - $29.92 $709,753 - $785,639	26,258 Added 27.85%	120,540 $3.3 Million
Q3 2024 Oct 31, 2024	SELL	$27.62 - $30.64 $218,253 - $242,117	-7,902 Reduced 7.73%	94,282 $2.85 Million

Q2 2024 Jul 30, 2024	SELL	$26.94 - $30.1 $355,769 - $397,500	-13,206 Reduced 11.44%	102,184 $2.83 Million
Q1 2024 May 06, 2024	SELL	$26.95 - $28.13 $162,212 - $169,314	-6,019 Reduced 4.96%	115,390 $3.24 Million
Q4 2023 Jan 31, 2024	SELL	$24.46 - $28.13 $94,513 - $108,694	-3,864 Reduced 3.08%	121,409 $3.4 Million
Q3 2023 Nov 03, 2023	SELL	$25.3 - $27.59 $45,868 - $50,020	-1,813 Reduced 1.43%	125,273 $3.18 Million
Q2 2023 Jul 28, 2023	SELL	$25.86 - $28.52 $61,107 - $67,392	-2,363 Reduced 1.83%	127,086 $3.35 Million
Q1 2023 May 03, 2023	SELL	$26.54 - $29.5 $86,148 - $95,757	-3,246 Reduced 2.45%	129,449 $3.56 Million
Q4 2022 Feb 06, 2023	SELL	$22.26 - $27.56 $624,860 - $773,636	-28,071 Reduced 17.46%	132,695 $3.6 Million
Q3 2022 Nov 01, 2022	SELL	$22.53 - $28.47 $25,458 - $32,171	-1,130 Reduced 0.7%	160,766 $3.62 Million
Q2 2022 Jul 27, 2022	BUY	$26.84 - $32.0 $261,851 - $312,192	9,756 Added 6.41%	161,896 $4.4 Million
Q1 2022 May 10, 2022	BUY	$29.99 - $33.33 $488,597 - $543,012	16,292 Added 11.99%	152,140 $4.83 Million
Q4 2021 Feb 02, 2022	BUY	$29.77 - $31.71 $120,032 - $127,854	4,032 Added 3.06%	135,848 $4.24 Million
Q3 2021 Oct 28, 2021	BUY	$30.42 - $32.96 $123,596 - $133,916	4,063 Added 3.18%	131,816 $4.01 Million
Q2 2021 Aug 02, 2021	BUY	$31.67 - $34.02 $414,750 - $445,525	13,096 Added 11.42%	127,753 $4.14 Million
Q1 2021 Apr 28, 2021	BUY	$29.53 - $32.13 $951,958 - $1.04 Million	32,237 Added 39.11%	114,657 $3.61 Million
Q4 2020 Feb 10, 2021	BUY	$24.08 - $29.73 $1.98 Million - $2.45 Million	82,420 New	82,420 $2.43 Million

Others Institutions Holding IDV

# of Institutions

582

Shares Held

91.5M

Call Options Held

13.5K

Put Options Held

138K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Financial Planning, Inc. with notifications on news.

Account

Sterling Financial Planning, Inc. Ishares Tr Transaction History