A detailed history of Sterling Financial Planning, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 94,282 shares of IDV stock, worth $2.72 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
94,282
Previous 102,184 7.73%
Holding current value
$2.72 Million
Previous $2.83 Million 0.81%
% of portfolio
1.08%
Previous 1.18%

Shares

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

About ISHARES TR


  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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