Sterling Financial Planning, Inc. Ishares S&P Midcap 400 Growth 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 Growth stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 164,099 shares of IJK stock, worth $15.1 Million. This represents 5.73% of its overall portfolio holdings.
Number of Shares
164,099
Previous 159,757
2.72%
Holding current value
$15.1 Million
Previous $14.1 Million
7.17%
% of portfolio
5.73%
Previous 5.86%
Shares
16 transactions
Others Institutions Holding IJK
# of Institutions
911Shares Held
75.3MCall Options Held
2.7KPut Options Held
0-
Wells Fargo & Company San Francisco, CA7.07MShares$649 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.74MShares$618 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY3.44MShares$315 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC3.35MShares$308 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA2.95MShares$271 Million12.99% of portfolio