Sterling Investment Management, LLC Ishares Tr Transaction History

Sterling Investment Management, LLC

$135 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 17, 2019	SELL	N/A	-1,550 Closed	0 $0
Q4 2017 Jan 18, 2018	BUY	N/A	1,550	1,550 $202,000

Others Institutions Holding IYG

# of Institutions

239

Shares Held

12.3M

Call Options Held

10.7K

Put Options Held

9.5K

River Front Investment Group, LLC Richmond, VA

1.41M
Shares

$92.8 Million
2.63% of portfolio
Envestnet Asset Management Inc

1.35M
Shares

$88.8 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.18M
Shares

$77.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

962K
Shares

$63.4 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

616K
Shares

$40.6 Million
0.0% of portfolio

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