Sterling Investment Advisors LLC Ishares Core S&P 500 ETF Transaction History
Sterling Investment Advisors LLC
- $164 Million
- Q2 2024
A detailed history of Sterling Investment Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sterling Investment Advisors LLC holds 40,288 shares of IVV stock, worth $21.9 Million. This represents 13.46% of its overall portfolio holdings.
Number of Shares
40,288
Previous 44,539
9.54%
Holding current value
$21.9 Million
Previous $23.4 Million
5.85%
% of portfolio
13.46%
Previous 13.73%
Shares
29 transactions
Others Institutions Holding IVV
# of Institutions
3,320Shares Held
658MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$36.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$19.6 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$15.4 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.2 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$11.8 Billion0.94% of portfolio