Sterling Wealth Management, Inc. Ishares Core S&P U.S. Value Et Transaction History
Sterling Wealth Management, Inc.
- $271 Billion
- Q4 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 26,531 shares of IUSV stock, worth $2.55 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
26,531
Previous 26,399
0.5%
Holding current value
$2.55 Million
Previous $2.52 Billion
2.55%
% of portfolio
0.91%
Previous 0.94%
Shares
5 transactions
Others Institutions Holding IUSV
# of Institutions
800Shares Held
179MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC72.2MShares$6.95 Billion0.55% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.4MShares$1.39 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.18MShares$884 Million0.06% of portfolio
-
Envestnet Asset Management Inc5.25MShares$506 Million0.15% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.86MShares$467 Million5.53% of portfolio