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%
Shares
17 transactions
Others Institutions Holding IJK
# of Institutions
976Shares Held
70.6MCall Options Held
4.2KPut Options Held
800-
Morgan Stanley New York, NY7.18MShares$597 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA6.44MShares$536 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.63MShares$302 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA2.43MShares$202 Million10.04% of portfolio
-
Ubs Group Ag2.19MShares$182 Million0.04% of portfolio