Sterling Wealth Management, Inc. Ishares Core S&P Total U.S. St Transaction History

Sterling Wealth Management, Inc.

  • $271 Billion
  • Q4 2024

A detailed history of Sterling Wealth Management, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 2,113 shares of ITOT stock, worth $253,834. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,113
Previous 2,790 24.27%
Holding current value
$253,834
Previous $350 Million 22.46%
% of portfolio
0.1%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$124.26 - $134.12 $84,124 - $90,799
-677 Reduced 24.27%
2,113 $272 Million
Q3 2024

Nov 14, 2024
BUY
$113.41 - $125.62 $113 - $125
1 Added 0.04%
2,790 $350 Million
Q1 2024

May 15, 2024
BUY
$103.16 - $115.3 $4,642 - $5,188
45 Added 1.64%
2,789 $322 Million
Q4 2023

Feb 14, 2024
BUY
$90.04 - $105.69 $247,069 - $290,013
2,744 New
2,744 $289 Million

Others Institutions Holding ITOT

# of Institutions
1,564
Shares Held
314M
Call Options Held
53K
Put Options Held
29.4K
View Full List

About ISHARES CORE S&P TOTAL U.S. ST

ITOT Quotes by TradingView
  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
Track This Portfolio

Track Sterling Wealth Management, Inc. Portfolio

Follow Sterling Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email