Sterling Wealth Management, Inc. Ishares Core S&P Total U.S. St Transaction History
Sterling Wealth Management, Inc.
- $268 Billion
- Q3 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 2,790 shares of ITOT stock, worth $372,353. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,790
Previous 2,789
0.04%
Holding current value
$372,353
Previous $331 Million
5.77%
% of portfolio
0.13%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding ITOT
# of Institutions
1,466Shares Held
329MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.35 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.51 Billion0.13% of portfolio
-
Life Planning Partners, Inc24MShares$3.2 Billion22.76% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.62 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.4 Billion0.1% of portfolio