Sterling Investment Counsel, LLC Ishares S&P 500 Value ETF Transaction History
Sterling Investment Counsel, LLC
- $254 Million
- Q2 2024
A detailed history of Sterling Investment Counsel, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Sterling Investment Counsel, LLC holds 11,014 shares of IVE stock, worth $2.16 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
11,014
Previous 11,169
1.39%
Holding current value
$2.16 Million
Previous $2.09 Million
3.93%
% of portfolio
0.79%
Previous 0.96%
Shares
11 transactions
Others Institutions Holding IVE
# of Institutions
1,446Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.46 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.43 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.43 Billion0.8% 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