Sterling Financial Planning, Inc. Ishares S&P 500 Value ETF Transaction History
Sterling Financial Planning, Inc.
- $240 Million
- Q2 2024
A detailed history of Sterling Financial Planning, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 24,139 shares of IVE stock, worth $4.73 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
24,139
Previous 24,733
2.4%
Holding current value
$4.73 Million
Previous $4.62 Million
4.91%
% of portfolio
1.83%
Previous 1.91%
Shares
15 transactions
Others Institutions Holding IVE
# of Institutions
1,448Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.46 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.43 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.43 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.52 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.51 Billion0.34% of portfolio