STERLING FINANCIAL PLANNING, INC. – iShares S&P Mid-Cap 400 Value ETF Transaction History
STERLING FINANCIAL PLANNING, INC. portfolio value:
$10.01M
portfolio value
STERLING FINANCIAL PLANNING, INC. quarter portfolio value change:
-4.67%
quarter
iShares S&P Mid-Cap 400 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +10.13% | 10.23K shares | 476K | $90 | 111.31K |
| Q2 2022 | share | Increase | +4.40% | 4.26K shares | -1.07M | $94.41 | 101.07K |
| Q1 2022 | share | Increase | +1.70% | 1.61K shares | 78K | $109.64 | 96.81K |
| Q4 2021 | share | Increase | +1.83% | 1.71K shares | 904K | $110.62 | 95.20K |
| Q3 2021 | share | Increase | +1.23% | 1.13K shares | -96K | $103.04 | 93.49K |
| Q2 2021 | share | Decrease | -1.41% | -1.31K shares | 181K | $104.78 | 92.35K |
| Q1 2021 | share | Decrease | -0.24% | -221 shares | 1.44M | $101.06 | 93.67K |
| Q4 2020 | share | Increase | 0.00% | 93.89K shares | 8.10M | $85.25 | 93.89K |