Sterling Wealth Advisors Inc Ishares Core S&P 500 ETF Transaction History

Sterling Wealth Advisors Inc

  • $141 Billion
  • Q2 2025

A detailed history of Sterling Wealth Advisors Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sterling Wealth Advisors Inc holds 4,722 shares of IVV stock, worth $3.02 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares
4,722
Previous 5,057 6.62%
Holding current value
$3.02 Million
Previous $2.84 Billion 4.1%
% of portfolio
2.09%
Previous 2.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$498.8 - $620.9 $167,098 - $208,001
-335 Reduced 6.62%
4,722 $2.96 Billion
Q4 2024

Jan 28, 2025
BUY
$570.51 - $610.59 $2.89 Million - $3.09 Million
5,057 New
5,057 $2.98 Billion

Others Institutions Holding IVV

# of Institutions
3,988
Shares Held
797M
Call Options Held
5.37M
Put Options Held
2M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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