Sterling Investment Management, LLC Ishares Tr Transaction History

Sterling Investment Management, LLC

$127 Million
Q3 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

249

Shares Held

12.6M

Call Options Held

9.2K

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

1.51M
Shares

$121 Million
2.58% of portfolio
Envestnet Asset Management Inc

1.46M
Shares

$117 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$89.7 Million
0.01% of portfolio
Morgan Stanley New York, NY

981K
Shares

$78.5 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$44.9 Million
0.02% of portfolio

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