Sterling Financial Planning, Inc. Ishares S&P Small Cap 600 Grow Transaction History
Sterling Financial Planning, Inc.
- $263 Million
- Q3 2024
A detailed history of Sterling Financial Planning, Inc. transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 113,280 shares of IJT stock, worth $15.6 Million. This represents 6.01% of its overall portfolio holdings.
Number of Shares
113,280
Previous 109,915
3.06%
Holding current value
$15.6 Million
Previous $14.1 Million
11.94%
% of portfolio
6.01%
Previous 5.88%
Shares
16 transactions
Others Institutions Holding IJT
# of Institutions
759Shares Held
30.7MCall Options Held
9.6KPut Options Held
5.7K-
Dynasty Wealth Management, LLC St. Petersburg, FL4.35MShares$600 Million4.66% of portfolio
-
Morgan Stanley New York, NY3.2MShares$441 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.87MShares$257 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.16MShares$159 Million0.04% of portfolio
-
Ubs Group Ag1.14MShares$156 Million0.04% of portfolio