Sterling Financial Planning, Inc. Ishares S&P Midcap 400 Value E Transaction History

Sterling Financial Planning, Inc.

  • $264 Million
  • Q4 2024

A detailed history of Sterling Financial Planning, Inc. transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 135,140 shares of IJJ stock, worth $16.2 Million. This represents 6.41% of its overall portfolio holdings.

Number of Shares
135,140
Previous 136,739 1.17%
Holding current value
$16.2 Million
Previous $16.9 Million 0.09%
% of portfolio
6.41%
Previous 6.43%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$121.89 - $135.52 $194,902 - $216,696
-1,599 Reduced 1.17%
135,140 $16.9 Million
Q3 2024

Oct 31, 2024
BUY
$111.9 - $124.28 $552,562 - $613,694
4,938 Added 3.75%
136,739 $16.9 Million
Q2 2024

Jul 30, 2024
BUY
$109.44 - $118.4 $238,688 - $258,230
2,181 Added 1.68%
131,801 $15 Million
Q1 2024

May 06, 2024
BUY
$109.27 - $118.29 $190,676 - $206,416
1,745 Added 1.36%
129,620 $15.3 Million
Q4 2023

Jan 31, 2024
BUY
$93.05 - $115.17 $201,174 - $248,997
2,162 Added 1.72%
127,875 $14.6 Million
Q3 2023

Nov 03, 2023
BUY
$99.46 - $111.92 $166,496 - $187,354
1,674 Added 1.35%
125,713 $12.7 Million
Q2 2023

Jul 28, 2023
BUY
$97.74 - $107.13 $754,748 - $827,257
7,722 Added 6.64%
124,039 $13.3 Million
Q1 2023

May 03, 2023
BUY
$97.23 - $116.09 $270,299 - $322,730
2,780 Added 2.45%
116,317 $12 Million
Q4 2022

Feb 06, 2023
BUY
$91.7 - $106.74 $203,940 - $237,389
2,224 Added 2.0%
113,537 $11.4 Million
Q3 2022

Nov 01, 2022
BUY
$90.0 - $107.68 $921,420 - $1.1 Million
10,238 Added 10.13%
111,313 $10 Million
Q2 2022

Jul 27, 2022
BUY
$91.51 - $110.2 $389,832 - $469,452
4,260 Added 4.4%
101,075 $9.54 Million
Q1 2022

May 10, 2022
BUY
$102.52 - $112.86 $165,467 - $182,156
1,614 Added 1.7%
96,815 $10.6 Million
Q4 2021

Feb 02, 2022
BUY
$103.36 - $113.35 $176,848 - $193,941
1,711 Added 1.83%
95,201 $10.5 Million
Q3 2021

Oct 28, 2021
BUY
$99.84 - $108.44 $113,018 - $122,754
1,132 Added 1.23%
93,490 $9.63 Million
Q2 2021

Aug 02, 2021
SELL
$102.45 - $110.12 $135,029 - $145,138
-1,318 Reduced 1.41%
92,358 $9.73 Million
Q1 2021

Apr 28, 2021
SELL
$84.81 - $105.35 $18,743 - $23,282
-221 Reduced 0.24%
93,676 $9.55 Million
Q4 2020

Feb 10, 2021
BUY
$68.27 - $86.35 $6.41 Million - $8.11 Million
93,897 New
93,897 $8.1 Million

Others Institutions Holding IJJ

# of Institutions
889
Shares Held
43M
Call Options Held
1.8K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

IJJ Quotes by TradingView
  • Ticker IJJ
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