Sterling Financial Planning, Inc. IJT Holdings History
Sterling Financial Planning, Inc.'s ISHARES TRUST Holding Summary
As of 2025-03-31, Sterling Financial Planning, Inc. held 117,936.00 shares of ISHARES TRUST(IJT), totaling $14.68 Mil. This investment constitutes 5.33% of their stock portfolio, and Sterling Financial Planning, Inc. now holds 0.26% of the outstanding ISHARES TRUST(IJT) stock.
The initial trade took place in 2020Q4. And since then Sterling Financial Planning, Inc. has made 16 purchases of IJT, at an average price of $109.23, for a total of 118,838.00 shares. In addition, there have been 1 sales at an average price of $141.54 for 902.00 shares. Based on historical transaction data and IJT's current price of $135.43, Sterling Financial Planning, Inc.'s estimated gain on his IJT holdings is $3.12 Mil, reflecting a 24.03% gain to date.
Sterling Financial Planning, Inc. IJT ($135.43) Holding Chart
Sterling Financial Planning, Inc. IJT ($135.43) 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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