Sterling Group Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History
Sterling Group Wealth Management, LLC
- $188 Million
- Q3 2024
A detailed history of Sterling Group Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 102,586 shares of IVW stock, worth $10 Million. This represents 5.22% of its overall portfolio holdings.
Number of Shares
102,586
Previous 8,699
1079.28%
Holding current value
$10 Million
Previous $805,000
1120.12%
% of portfolio
5.22%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
1,765Shares Held
428MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.78 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.65 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.25 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.87 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.51 Billion0.35% of portfolio