Sterling Financial Planning, Inc. Ishares S&P 500 Value ETF Transaction History
Sterling Financial Planning, Inc.
- $263 Million
- Q3 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 24,012 shares of IVE stock, worth $4.89 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
24,012
Previous 24,139
0.53%
Holding current value
$4.89 Million
Previous $4.39 Million
7.76%
% of portfolio
1.8%
Previous 1.83%
Shares
16 transactions
Others Institutions Holding IVE
# of Institutions
1,529Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.47 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.63 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.55 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.62 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.41 Billion0.32% of portfolio