Sterling Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History

Sterling Wealth Management, Inc.

$268 Billion
Q3 2024

A detailed history of Sterling Wealth Management, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 3,905 shares of IVV stock, worth $2.32 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

3,905

Previous 5,022 22.24%

Holding current value

$2.32 Million

Previous $2.75 Billion 18.04%

% of portfolio

0.84%

Previous 1.3%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$520.18 - $576.82 $581,041 - $644,307	-1,117 Reduced 22.24%	3,905 $2.25 Billion
Q2 2024 Aug 14, 2024	SELL	$497.53 - $549.64 $373,645 - $412,779	-751 Reduced 13.01%	5,022 $2.75 Billion
Q1 2024 May 15, 2024	SELL	$469.56 - $525.73 $196,745 - $220,280	-419 Reduced 6.77%	5,773 $3.04 Billion
Q4 2023 Feb 14, 2024	BUY	$412.55 - $479.0 $2.55 Million - $2.97 Million	6,192 New	6,192 $2.96 Billion

Others Institutions Holding IVV

# of Institutions

3,448

Shares Held

686M

Call Options Held

1.45M

Put Options Held

1.1M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

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.

Account

Sterling Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History