Sterling Financial Planning, Inc. IDV Holdings History
Sterling Financial Planning, Inc.'s iShares International Select Dividend ETF Holding Summary
As of 2025-03-31, Sterling Financial Planning, Inc. held 92,480.00 shares of iShares International Select Dividend ETF(IDV), totaling $2.87 Mil. This investment constitutes 1.04% of their stock portfolio, and Sterling Financial Planning, Inc. now holds 0.06% of the outstanding iShares International Select Dividend ETF(IDV) stock.
The initial trade took place in 2020Q4. And since then Sterling Financial Planning, Inc. has made 7 purchases of IDV, at an average price of $29.06, for a total of 188,154.00 shares. In addition, there have been 10 sales at an average price of $27.50 for 95,674.00 shares. Based on historical transaction data and IDV's current price of $34.86, Sterling Financial Planning, Inc.'s estimated gain on his IDV holdings is $387,526.37, reflecting a 7.09% gain to date.
Sterling Financial Planning, Inc. IDV ($34.86) Holding Chart
Sterling Financial Planning, Inc. IDV ($34.86) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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