Sterling Group Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Sterling Group Wealth Management, LLC

  • $186 Million
  • Q1 2025

A detailed history of Sterling Group Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 734 shares of IVV stock, worth $409,542. This represents 0.22% of its overall portfolio holdings.

Number of Shares
734
Previous 705 4.11%
Holding current value
$409,542
Previous $415,000 0.72%
% of portfolio
0.22%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$554.06 - $615.85 $16,067 - $17,859
29 Added 4.11%
734 $412,000
Q2 2024

Jul 15, 2024
BUY
$497.53 - $549.64 $350,758 - $387,496
705 New
705 $385,000
Q4 2023

Jan 12, 2024
BUY
$412.55 - $479.0 $54,456 - $63,228
132 Added 23.04%
705 $337 Million
Q4 2022

Feb 17, 2023
BUY
$357.98 - $409.32 $205,122 - $234,540
573 New
573 $220 Million

Others Institutions Holding IVV

# of Institutions
3,904
Shares Held
756M
Call Options Held
1.94M
Put Options Held
2.31M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Sterling Group Wealth Management, LLC Portfolio

Follow Sterling Group Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sterling Group Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email