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 41,031 shares of IVV stock, worth $23.8 Million. This represents 13.4% of its overall portfolio holdings.

Number of Shares
41,031
Previous 40,288 1.84%
Holding current value
$23.8 Million
Previous $22 Million 7.35%
% of portfolio
13.4%
Previous 13.46%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$520.18 - $576.82 $386,493 - $428,577
743 Added 1.84%
41,031 $23.7 Million
Q2 2024

Jul 10, 2024

SELL
$497.53 - $549.64 $2.12 Million - $2.34 Million
-4,251 Reduced 9.54%
40,288 $22 Million
Q1 2024

Apr 11, 2024

SELL
$469.56 - $525.73 $527,315 - $590,394
-1,123 Reduced 2.46%
44,539 $23.4 Million
Q4 2023

Jan 17, 2024

SELL
$412.55 - $479.0 $3.87 Million - $4.49 Million
-9,373 Reduced 17.03%
45,662 $21.8 Million
Q3 2023

Oct 26, 2023

SELL
$427.76 - $460.18 $1.03 Million - $1.11 Million
-2,409 Reduced 4.19%
55,035 $23.6 Million
Q2 2023

Jul 28, 2023

SELL
$406.17 - $445.71 $1.26 Million - $1.38 Million
-3,107 Reduced 5.13%
57,444 $25.6 Million
Q1 2023

Apr 17, 2023

BUY
$381.13 - $418.66 $740,154 - $813,037
1,942 Added 3.31%
60,551 $24.9 Million
Q4 2022

Jan 26, 2023

BUY
$357.98 - $409.32 $95,580 - $109,288
267 Added 0.46%
58,609 $0
Q3 2022

Oct 25, 2022

SELL
$358.65 - $432.04 $381,244 - $459,258
-1,063 Reduced 1.79%
58,342 $20.9 Million
Q2 2022

Jul 27, 2022

SELL
$366.99 - $458.8 $344,236 - $430,354
-938 Reduced 1.55%
59,405 $22.5 Million
Q1 2022

Apr 14, 2022

BUY
$418.06 - $479.84 $4,598 - $5,278
11 Added 0.02%
60,343 $27.4 Million
Q4 2021

Jan 25, 2022

SELL
$430.29 - $479.53 $375,643 - $418,629
-873 Reduced 1.43%
60,332 $28.8 Million
Q3 2021

Oct 18, 2021

BUY
$426.8 - $455.27 $119,504 - $127,475
280 Added 0.46%
61,205 $26.4 Million
Q2 2021

Jul 28, 2021

SELL
$402.08 - $429.92 $782,045 - $836,194
-1,945 Reduced 3.09%
60,925 $26.2 Million
Q1 2021

Apr 19, 2021

BUY
$370.22 - $398.75 $847,063 - $912,340
2,288 Added 3.78%
62,870 $25 Million
Q4 2020

Jan 27, 2021

BUY
$327.62 - $375.39 $274,545 - $314,576
838 Added 1.4%
60,582 $22.7 Million
Q3 2020

Oct 14, 2020

SELL
$311.81 - $359.24 $3.07 Million - $3.53 Million
-9,832 Reduced 14.13%
59,744 $20.1 Million
Q2 2020

Jul 13, 2020

BUY
$246.8 - $324.4 $4.63 Million - $6.09 Million
18,763 Added 36.93%
69,576 $21.5 Million
Q1 2020

Apr 22, 2020

SELL
$224.65 - $339.88 $465,025 - $703,551
-2,070 Reduced 3.91%
50,813 $13.1 Million
Q4 2019

Feb 14, 2020

BUY
$289.63 - $324.32 $97,315 - $108,971
336 Added 0.64%
52,883 $17.1 Million
Q3 2019

Oct 16, 2019

SELL
$285.57 - $303.77 $109,944 - $116,951
-385 Reduced 0.73%
52,547 $15.7 Million
Q2 2019

Jul 19, 2019

SELL
$276.38 - $296.02 $106,959 - $114,559
-387 Reduced 0.73%
52,932 $15.6 Million
Q1 2019

Apr 10, 2019

BUY
$245.43 - $286.57 $220,396 - $257,339
898 Added 1.71%
53,319 $15.2 Million
Q4 2018

Jan 30, 2019

SELL
$236.09 - $293.95 $14,165 - $17,637
-60 Reduced 0.11%
52,421 $13.2 Million
Q3 2018

Oct 11, 2018

SELL
$272.73 - $295.76 $385,094 - $417,613
-1,412 Reduced 2.62%
52,481 $15.4 Million
Q2 2018

Jul 13, 2018

SELL
$259.21 - $280.89 $279,169 - $302,518
-1,077 Reduced 1.96%
53,893 $14.7 Million
Q1 2018

Apr 24, 2018

SELL
$259.62 - $288.66 $49,327 - $54,845
-190 Reduced 0.34%
54,970 $14.6 Million
Q4 2017

Jan 26, 2018

SELL
$253.97 - $271.47 $572,448 - $611,893
-2,254 Reduced 3.93%
55,160 $14.8 Million
Q3 2017

Oct 20, 2017

SELL
$246.18 - $253.1 $118,412 - $121,741
-481 Reduced 0.83%
57,414 $14.5 Million
Q3 2017

Oct 12, 2017

BUY
$246.18 - $253.1 $14.3 Million - $14.7 Million
57,895
57,895 $14.1 Million

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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