Sterling Investment Counsel, LLC Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Sterling Investment Counsel, LLC holds 289,408 shares of IVW stock, worth $29.7 Million. This represents 9.89% of its overall portfolio holdings.
Number of Shares
289,408
Previous 288,423
0.34%
Holding current value
$29.7 Million
Previous $26.7 Million
3.82%
% of portfolio
9.89%
Previous 10.52%
Shares
13 transactions
Others Institutions Holding IVW
# of Institutions
1,824Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.78 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.53 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.43 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.91 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.61 Billion0.69% of portfolio