Sterling Financial Planning, Inc. Ishares Core S&P 500 ETF Transaction History
Sterling Financial Planning, Inc.
- $263 Million
- Q3 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 12,435 shares of IVV stock, worth $7.43 Million. This represents 2.73% of its overall portfolio holdings.
Number of Shares
12,435
Previous 12,507
0.58%
Holding current value
$7.43 Million
Previous $6.84 Million
4.79%
% of portfolio
2.73%
Previous 2.85%
Shares
16 transactions
Others Institutions Holding IVV
# of Institutions
3,444Shares Held
687MCall Options Held
1.45MPut Options Held
1.1M-
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 CO29.3MShares$17.5 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.1 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$14.9 Billion1.06% of portfolio