Sterling Wealth Management, Inc. Ishares Core S&P U.S. Value Et Transaction History

Sterling Wealth Management, Inc.

$268 Billion
Q3 2024

A detailed history of Sterling Wealth Management, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 26,399 shares of IUSV stock, worth $2.47 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

26,399

Previous 26,781 1.43%

Holding current value

$2.47 Million

Previous $2.36 Billion 6.8%

% of portfolio

0.94%

Previous 1.12%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$87.56 - $95.49 $33,447 - $36,477	-382 Reduced 1.43%	26,399 $2.52 Billion
Q2 2024 Aug 14, 2024	BUY	$85.39 - $90.42 $10,246 - $10,850	120 Added 0.45%	26,781 $2.36 Billion
Q1 2024 May 15, 2024	BUY	$82.87 - $90.44 $157,867 - $172,288	1,905 Added 7.7%	26,661 $2.41 Billion
Q4 2023 Feb 14, 2024	BUY	$71.48 - $84.61 $1.77 Million - $2.09 Million	24,756 New	24,756 $2.09 Billion

Others Institutions Holding IUSV

# of Institutions

728

Shares Held

163M

Call Options Held

2.8K

Put Options Held

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About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
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Sterling Wealth Management, Inc. Ishares Core S&P U.S. Value Et Transaction History