Sterling Group Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Sterling Group Wealth Management, LLC

  • $191 Million
  • Q3 2025

A detailed history of Sterling Group Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 705 shares of IVV stock, worth $476,093. This represents 0.25% of its overall portfolio holdings.

Number of Shares
705
Previous 705 -0.0%
Holding current value
$476,093
Previous $437,000 7.78%
% of portfolio
0.25%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
SELL
$498.8 - $620.9 $14,465 - $18,006
-29 Reduced 3.95%
705 $437,000
Q1 2025

Apr 25, 2025
BUY
$554.06 - $615.85 $16,067 - $17,859
29 Added 4.11%
734 $412,000
Q2 2024

Jul 15, 2024
BUY
$497.53 - $549.64 $350,758 - $387,496
705 New
705 $385,000
Q4 2023

Jan 12, 2024
BUY
$412.55 - $479.0 $54,456 - $63,228
132 Added 23.04%
705 $337 Million
Q4 2022

Feb 17, 2023
BUY
$357.98 - $409.32 $205,122 - $234,540
573 New
573 $220 Million

Others Institutions Holding IVV

# of Institutions
4,137
Shares Held
789M
Call Options Held
3.41M
Put Options Held
2.27M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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