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
3,267Shares Held
621MCall Options Held
796KPut Options Held
612K-
Black Rock Inc. New York, NY63.6MShares$34.7 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$17.6 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.2 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$12.8 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.2 Billion12.02% of portfolio