Sterling Financial Planning, Inc. Ishares S&P Small Cap 600 Grow Transaction History

Sterling Financial Planning, Inc.

$264 Million
Q4 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 112,378 shares of IJT stock, worth $15.8 Million. This represents 5.77% of its overall portfolio holdings.

Number of Shares

112,378

Previous 113,280 0.8%

Holding current value

$15.8 Million

Previous $15.8 Million 3.73%

% of portfolio

5.77%

Previous 6.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$134.53 - $150.65 $121,346 - $135,886	-902 Reduced 0.8%	112,378 $15.2 Million
Q3 2024 Oct 31, 2024	BUY	$127.29 - $141.5 $428,330 - $476,147	3,365 Added 3.06%	113,280 $15.8 Million
Q2 2024 Jul 30, 2024	BUY	$121.57 - $132.2 $176,398 - $191,822	1,451 Added 1.34%	109,915 $14.1 Million
Q1 2024 May 06, 2024	BUY	$119.97 - $130.73 $27,113 - $29,544	226 Added 0.21%	108,464 $14.2 Million
Q4 2023 Jan 31, 2024	BUY	$103.08 - $127.26 $341,297 - $421,357	3,311 Added 3.16%	108,238 $13.5 Million
Q3 2023 Nov 03, 2023	BUY	$108.37 - $120.85 $124,300 - $138,614	1,147 Added 1.11%	104,927 $11.5 Million
Q2 2023 Jul 28, 2023	BUY	$104.35 - $114.93 $1.11 Million - $1.23 Million	10,673 Added 11.46%	103,780 $11.9 Million
Q1 2023 May 03, 2023	BUY	$105.46 - $120.16 $673,151 - $766,981	6,383 Added 7.36%	93,107 $10.2 Million
Q4 2022 Feb 06, 2023	BUY	$102.93 - $117.14 $363,651 - $413,855	3,533 Added 4.25%	86,724 $9.37 Million
Q3 2022 Nov 01, 2022	BUY	$100.74 - $123.41 $670,021 - $820,799	6,651 Added 8.69%	83,191 $8.46 Million
Q2 2022 Jul 27, 2022	BUY	$101.11 - $126.58 $401,002 - $502,016	3,966 Added 5.46%	76,540 $8.06 Million
Q1 2022 May 10, 2022	BUY	$119.16 - $140.17 $446,969 - $525,777	3,751 Added 5.45%	72,574 $9.08 Million
Q4 2021 Feb 02, 2022	BUY	$130.52 - $143.62 $13,704 - $15,080	105 Added 0.15%	68,823 $9.55 Million
Q3 2021 Oct 28, 2021	BUY	$125.08 - $136.86 $81,802 - $89,506	654 Added 0.96%	68,718 $8.94 Million
Q2 2021 Aug 02, 2021	BUY	$122.71 - $133.56 $194,495 - $211,692	1,585 Added 2.38%	68,064 $9.03 Million
Q1 2021 Apr 28, 2021	BUY	$113.22 - $134.41 $219,533 - $260,620	1,939 Added 3.0%	66,479 $8.53 Million
Q4 2020 Feb 10, 2021	BUY	$89.39 - $115.31 $5.77 Million - $7.44 Million	64,540 New	64,540 $7.37 Million

Others Institutions Holding IJT

# of Institutions

783

Shares Held

30.8M

Call Options Held

9.6K

Put Options Held

5.7K

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About ISHARES S&P SMALL CAP 600 GROW

Ticker IJT
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Sterling Financial Planning, Inc. Ishares S&P Small Cap 600 Grow Transaction History