Sterling Financial Planning, Inc. Ishares Core S&P Mid Cap ETF Transaction History

Sterling Financial Planning, Inc.

$264 Million
Q4 2024

A detailed history of Sterling Financial Planning, Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 72,732 shares of IJH stock, worth $4.5 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

72,732

Previous 72,089 0.89%

Holding current value

$4.5 Million

Previous $4.49 Million 0.87%

% of portfolio

1.72%

Previous 1.71%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$61.68 - $67.87 $39,660 - $43,640	643 Added 0.89%	72,732 $4.53 Million
Q3 2024 Oct 31, 2024	SELL	$57.32 - $62.65 $67,981 - $74,302	-1,186 Reduced 1.62%	72,089 $4.49 Million
Q2 2024 Jul 30, 2024	SELL	$56.43 - $60.79 $288,300 - $310,576	-5,109 Reduced 6.52%	73,275 $4.29 Million
Q1 2024 May 06, 2024	BUY	$56.98 - $284.98 $3.53 Million - $17.7 Million	61,961 Added 377.28%	78,384 $4.76 Million
Q4 2023 Jan 31, 2024	SELL	$232.04 - $279.85 $89,799 - $108,301	-387 Reduced 2.3%	16,423 $4.55 Million
Q3 2023 Nov 03, 2023	SELL	$246.15 - $272.4 $128,982 - $142,737	-524 Reduced 3.02%	16,810 $4.19 Million
Q2 2023 Jul 28, 2023	SELL	$240.22 - $261.48 $162,388 - $176,760	-676 Reduced 3.75%	17,334 $4.53 Million
Q1 2023 May 03, 2023	SELL	$237.25 - $271.72 $518,391 - $593,708	-2,185 Reduced 10.82%	18,010 $4.51 Million
Q4 2022 Feb 06, 2023	SELL	$44.74 - $257.0 $24,517 - $140,836	-548 Reduced 2.64%	20,195 $4.88 Million
Q3 2022 Nov 01, 2022	SELL	$43.85 - $263.28 $13,067 - $78,457	-298 Reduced 1.42%	20,743 $4.55 Million
Q2 2022 Jul 27, 2022	SELL	$219.07 - $270.08 $90,037 - $111,002	-411 Reduced 1.92%	21,041 $4.76 Million
Q1 2022 May 10, 2022	SELL	$251.21 - $285.37 $236,891 - $269,103	-943 Reduced 4.21%	21,452 $5.76 Million
Q4 2021 Feb 02, 2022	SELL	$265.81 - $290.54 $262,354 - $286,762	-987 Reduced 4.22%	22,395 $6.34 Million
Q3 2021 Oct 28, 2021	SELL	$256.44 - $277.04 $127,194 - $137,411	-496 Reduced 2.08%	23,382 $6.15 Million
Q2 2021 Aug 02, 2021	SELL	$260.21 - $276.38 $348,941 - $370,625	-1,341 Reduced 5.32%	23,878 $6.42 Million
Q1 2021 Apr 28, 2021	SELL	$226.3 - $267.93 $923,304 - $1.09 Million	-4,080 Reduced 13.93%	25,219 $6.56 Million
Q4 2020 Feb 10, 2021	BUY	$187.77 - $230.69 $5.5 Million - $6.76 Million	29,299 New	29,299 $6.73 Million

Others Institutions Holding IJH

# of Institutions

2,643

Shares Held

1.14B

Call Options Held

773K

Put Options Held

70.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
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Sterling Financial Planning, Inc. Ishares Core S&P Mid Cap ETF Transaction History