Sterling Financial Planning, Inc. Ishares S&P 500 Growth ETF Transaction History
Sterling Financial Planning, Inc.
- $266 Million
- Q1 2025
A detailed history of Sterling Financial Planning, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 154,375 shares of IVW stock, worth $14.5 Million. This represents 5.38% of its overall portfolio holdings.
Number of Shares
154,375
Previous 153,268
0.72%
Holding current value
$14.5 Million
Previous $15.6 Million
7.91%
% of portfolio
5.38%
Previous 5.9%
Shares
18 transactions
Others Institutions Holding IVW
# of Institutions
2,025Shares Held
429MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc48.1MShares$4.52 Billion1.49% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.22 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.07 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.75 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.69 Billion0.77% of portfolio