Sterling Financial Planning, Inc. Ishares S&P Midcap 400 Value E Transaction History
Sterling Financial Planning, Inc.
- $263 Million
- Q3 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 136,739 shares of IJJ stock, worth $17.1 Million. This represents 6.43% of its overall portfolio holdings.
Number of Shares
136,739
Previous 131,801
3.75%
Holding current value
$17.1 Million
Previous $15 Million
13.03%
% of portfolio
6.43%
Previous 6.23%
Shares
16 transactions
Others Institutions Holding IJJ
# of Institutions
797Shares Held
42MCall Options Held
4KPut Options Held
0-
Morgan Stanley New York, NY4.01MShares$502 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.67MShares$460 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.42MShares$303 Million0.02% of portfolio
-
Ubs Group Ag1.91MShares$239 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.75MShares$220 Million0.07% of portfolio