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

Sterling Group Wealth Management, LLC

  • $186 Million
  • Q1 2025

A detailed history of Sterling Group Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 103,147 shares of IVW stock, worth $9.76 Million. This represents 5.14% of its overall portfolio holdings.

Number of Shares
103,147
Previous 101,163 1.96%
Holding current value
$9.76 Million
Previous $10.3 Million 6.78%
% of portfolio
5.14%
Previous 5.34%

Shares

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

Apr 25, 2025
BUY
$92.45 - $106.69 $183,420 - $211,672
1,984 Added 1.96%
103,147 $9.58 Million
Q4 2024

Jan 17, 2025
SELL
$94.43 - $105.47 $134,373 - $150,083
-1,423 Reduced 1.39%
101,163 $10.3 Million
Q3 2024

Oct 07, 2024
BUY
$84.77 - $97.13 $7.96 Million - $9.12 Million
93,887 Added 1079.28%
102,586 $9.82 Million
Q2 2024

Jul 15, 2024
BUY
$79.31 - $93.31 $689,917 - $811,703
8,699 New
8,699 $805,000

Others Institutions Holding IVW

# of Institutions
2,026
Shares Held
432M
Call Options Held
183K
Put Options Held
101K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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