Sterling Group Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History
Sterling Group Wealth Management, LLC
- $188 Million
- Q3 2024
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 102,586 shares of IVW stock, worth $10.4 Million. This represents 5.22% of its overall portfolio holdings.
Number of Shares
102,586
Previous 8,699
1079.28%
Holding current value
$10.4 Million
Previous $805,000
1120.12%
% of portfolio
5.22%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
1,795Shares Held
422MCall Options Held
280KPut Options Held
217K-
Envestnet Asset Management Inc46.5MShares$4.7 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.46 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.37 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.93 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.59 Billion0.69% of portfolio