Sterling Investment Counsel, LLC Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Sterling Investment Counsel, LLC holds 288,423 shares of IVW stock, worth $27.3 Million. This represents 10.52% of its overall portfolio holdings.
Number of Shares
288,423
Previous 308,945
6.64%
Holding current value
$27.3 Million
Previous $26.1 Million
2.31%
% of portfolio
10.52%
Previous 12.07%
Shares
12 transactions
Others Institutions Holding IVW
# of Institutions
1,756Shares Held
431MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.64 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.16 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.81 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.47 Billion0.35% of portfolio