Sterling Investment Advisors LLC Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Sterling Investment Advisors LLC holds 11,011 shares of IVW stock, worth $1.1 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
11,011
Previous 12,104
9.03%
Holding current value
$1.1 Million
Previous $1.12 Million
5.89%
% of portfolio
0.6%
Previous 0.68%
Shares
29 transactions
Others Institutions Holding IVW
# of Institutions
1,818Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.63 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.39 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.32 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.85 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.56 Billion0.69% of portfolio