Sterling Financial Planning, Inc. Ishares S&P Midcap 400 Growth 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 Growth stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 166,230 shares of IJK stock, worth $13.8 Million. This represents 5.73% of its overall portfolio holdings.

Number of Shares

166,230

Previous 164,099 1.3%

Holding current value

$13.8 Million

Previous $15.1 Million 0.2%

% of portfolio

5.73%

Previous 5.73%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$90.66 - $99.46 $193,196 - $211,949	2,131 Added 1.3%	166,230 $15.1 Million
Q3 2024 Oct 31, 2024	BUY	$84.81 - $93.54 $368,245 - $406,150	4,342 Added 2.72%	164,099 $15.1 Million
Q2 2024 Jul 30, 2024	BUY	$84.85 - $91.12 $86,716 - $93,124	1,022 Added 0.64%	159,757 $14.1 Million
Q1 2024 May 06, 2024	SELL	$76.81 - $91.25 $21,199 - $25,185	-276 Reduced 0.17%	158,735 $14.5 Million
Q4 2023 Jan 31, 2024	BUY	$67.78 - $80.04 $51,173 - $60,430	755 Added 0.48%	159,011 $12.6 Million
Q3 2023 Nov 03, 2023	SELL	$71.48 - $77.94 $75,125 - $81,914	-1,051 Reduced 0.66%	158,256 $11.4 Million
Q2 2023 Jul 28, 2023	BUY	$69.13 - $75.0 $992,845 - $1.08 Million	14,362 Added 9.91%	159,307 $11.9 Million
Q1 2023 May 03, 2023	BUY	$67.77 - $74.78 $574,621 - $634,059	8,479 Added 6.21%	144,945 $10.4 Million
Q4 2022 Feb 06, 2023	BUY	$63.9 - $72.95 $161,667 - $184,563	2,530 Added 1.89%	136,466 $9.32 Million
Q3 2022 Nov 01, 2022	BUY	$62.35 - $75.79 $444,119 - $539,852	7,123 Added 5.62%	133,936 $8.44 Million
Q2 2022 Jul 27, 2022	BUY	$61.85 - $78.06 $346,854 - $437,760	5,608 Added 4.63%	126,813 $8.08 Million
Q1 2022 May 10, 2022	BUY	$72.34 - $85.19 $215,283 - $253,525	2,976 Added 2.52%	121,205 $9.37 Million
Q4 2021 Feb 02, 2022	BUY	$79.13 - $87.9 $94,164 - $104,601	1,190 Added 1.02%	118,229 $10.1 Million
Q3 2021 Oct 28, 2021	BUY	$77.71 - $83.6 $112,057 - $120,551	1,442 Added 1.25%	117,039 $9.27 Million
Q2 2021 Aug 02, 2021	BUY	$77.05 - $83.36 $246,637 - $266,835	3,201 Added 2.85%	115,597 $9.36 Million
Q1 2021 Apr 28, 2021	SELL	$71.22 - $80.18 $362,296 - $407,875	-5,087 Reduced 4.33%	112,396 $8.81 Million
Q4 2020 Feb 10, 2021	BUY	$60.53 - $72.82 $7.11 Million - $8.56 Million	117,483 New	117,483 $8.49 Million

Others Institutions Holding IJK

# of Institutions

964

Shares Held

70.7M

Call Options Held

4.2K

Put Options Held

800

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
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Sterling Financial Planning, Inc. Ishares S&P Midcap 400 Growth Transaction History