Sterling Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History
Sterling Wealth Management, Inc.
- $211 Billion
- Q2 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 5,022 shares of IVV stock, worth $3.01 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
5,022
Previous 5,773
13.01%
Holding current value
$3.01 Million
Previous $3.04 Billion
9.45%
% of portfolio
1.3%
Previous 1.51%
Shares
3 transactions
Others Institutions Holding IVV
# of Institutions
3,391Shares Held
670MCall Options Held
714KPut Options Held
952K-
Black Rock Inc. New York, NY66.4MShares$39.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.7 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$17 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$13.5 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$13 Billion0.94% of portfolio