Sterling Financial Planning, Inc. Ishares Core S&P 500 ETF Transaction History
Sterling Financial Planning, Inc.
- $264 Million
- Q4 2024
A detailed history of Sterling Financial Planning, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 12,630 shares of IVV stock, worth $7.64 Million. This represents 2.82% of its overall portfolio holdings.
Number of Shares
12,630
Previous 12,435
1.57%
Holding current value
$7.64 Million
Previous $7.17 Million
3.67%
% of portfolio
2.82%
Previous 2.73%
Shares
17 transactions
Others Institutions Holding IVV
# of Institutions
3,583Shares Held
700MCall Options Held
1.44MPut Options Held
1.11M-
Black Rock Inc. New York, NY66.4MShares$40.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$21 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.7 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.2 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$15.1 Billion1.06% of portfolio