Sterling Investment Advisors LLC Ishares S&P 500 Value ETF Transaction History
Sterling Investment Advisors LLC
- $177 Million
- Q3 2024
A detailed history of Sterling Investment Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Sterling Investment Advisors LLC holds 29,843 shares of IVE stock, worth $5.86 Million. This represents 3.33% of its overall portfolio holdings.
Number of Shares
29,843
Previous 30,941
3.55%
Holding current value
$5.86 Million
Previous $5.63 Million
4.49%
% of portfolio
3.33%
Previous 3.44%
Shares
30 transactions
Others Institutions Holding IVE
# of Institutions
1,485Shares Held
141MCall Options Held
105KPut Options Held
10.8K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.47 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.54 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.43 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.52 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.51 Billion0.34% of portfolio