Sterling Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History

Sterling Wealth Management, Inc.

$268 Billion
Q3 2024

A detailed history of Sterling Wealth Management, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 3,905 shares of IVV stock, worth $2.33 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

3,905

Previous 5,022 22.24%

Holding current value

$2.33 Million

Previous $2.75 Billion 18.04%

% of portfolio

0.84%

Previous 1.3%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$520.18 - $576.82 $581,041 - $644,307	-1,117 Reduced 22.24%	3,905 $2.25 Billion
Q2 2024 Aug 14, 2024	SELL	$497.53 - $549.64 $373,645 - $412,779	-751 Reduced 13.01%	5,022 $2.75 Billion
Q1 2024 May 15, 2024	SELL	$469.56 - $525.73 $196,745 - $220,280	-419 Reduced 6.77%	5,773 $3.04 Billion
Q4 2023 Feb 14, 2024	BUY	$412.55 - $479.0 $2.55 Million - $2.97 Million	6,192 New	6,192 $2.96 Billion

Others Institutions Holding IVV

# of Institutions

3,450

Shares Held

686M

Call Options Held

1.45M

Put Options Held

1.1M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Sterling Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History