Sterling Financial Planning, Inc. Ishares Core S&P 500 ETF Transaction History
Sterling Financial Planning, Inc.
- $241 Million
- Q1 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 12,969 shares of IVV stock, worth $7.24 Million. This represents 2.82% of its overall portfolio holdings.
Number of Shares
12,969
Previous 13,210
1.82%
Holding current value
$7.24 Million
Previous $6.31 Million
8.07%
% of portfolio
2.82%
Previous 2.78%
Shares
14 transactions
Others Institutions Holding IVV
# of Institutions
3,254Shares Held
623MCall Options Held
794KPut Options Held
622K-
Black Rock Inc. New York, NY63.6MShares$35.5 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$18 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.6 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$13.1 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.5 Billion12.02% of portfolio