Sterling Financial Planning, Inc. Ishares Tr Dow Jones Us Medica Transaction History

Sterling Financial Planning, Inc.

$264 Million
Q4 2024

A detailed history of Sterling Financial Planning, Inc. transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 3,623 shares of IHI stock, worth $229,915. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,623

Previous 4,948 26.78%

Holding current value

$229,915

Previous $293,000 27.99%

% of portfolio

0.08%

Previous 0.11%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$57.38 - $61.11 $76,028 - $80,970	-1,325 Reduced 26.78%	3,623 $211,000
Q3 2024 Oct 31, 2024	BUY	$54.38 - $59.77 $163 - $179	3 Added 0.06%	4,948 $293,000
Q2 2024 Jul 30, 2024	BUY	$54.36 - $57.86 $108 - $115	2 Added 0.04%	4,945 $277,000
Q1 2024 May 06, 2024	BUY	$52.72 - $58.68 $52 - $58	1 Added 0.02%	4,943 $289,000
Q4 2023 Jan 31, 2024	BUY	$44.46 - $54.12 $400 - $487	9 Added 0.18%	4,942 $266,000
Q3 2023 Nov 03, 2023	BUY	$48.19 - $57.76 $6,264 - $7,508	130 Added 2.71%	4,933 $239,000
Q2 2023 Jul 28, 2023	BUY	$52.68 - $57.17 $105 - $114	2 Added 0.04%	4,803 $271,000
Q1 2023 May 03, 2023	BUY	$50.46 - $56.06 $50 - $56	1 Added 0.02%	4,801 $259,000
Q4 2022 Feb 06, 2023	BUY	$47.29 - $54.28 $378 - $434	8 Added 0.17%	4,800 $252,000
Q2 2022 Jul 27, 2022	BUY	$47.65 - $62.2 $142 - $186	3 Added 0.06%	4,792 $242,000
Q1 2022 May 10, 2022	BUY	$55.84 - $65.41 $55 - $65	1 Added 0.02%	4,789 $292,000
Q4 2021 Feb 02, 2022	BUY	$61.58 - $66.32 $307 - $331	5 Added 0.1%	4,788 $315,000
Q3 2021 Oct 28, 2021	BUY	$60.41 - $67.15 $239,646 - $266,384	3,967 Added 486.15%	4,783 $300,000
Q2 2021 Aug 02, 2021	BUY	$55.06 - $60.62 $55 - $60	1 Added 0.12%	816 $295,000
Q1 2021 Apr 28, 2021	SELL	$52.97 - $58.45 $15,732 - $17,359	-297 Reduced 26.71%	815 $269,000
Q4 2020 Feb 10, 2021	BUY	$49.24 - $54.55 $54,754 - $60,659	1,112 New	1,112 $364,000

Others Institutions Holding IHI

# of Institutions

639

Shares Held

30.6M

Call Options Held

365K

Put Options Held

783K

View Full List

About ISHARES TR DOW JONES US MEDICA

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Sterling Financial Planning, Inc. Ishares Tr Dow Jones Us Medica Transaction History