Sterling Investment Counsel, LLC Ishares S&P 500 Value ETF Transaction History
Sterling Investment Counsel, LLC
- $280 Million
- Q3 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 10,550 shares of IVE stock, worth $2.04 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
10,550
Previous 11,014
4.21%
Holding current value
$2.04 Million
Previous $2 Million
3.79%
% of portfolio
0.74%
Previous 0.79%
Shares
12 transactions
Others Institutions Holding IVE
# of Institutions
1,532Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.3 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.51 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.43 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.54 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.35 Billion0.32% of portfolio