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

Sterling Group Wealth Management, LLC

  • $188 Million
  • Q3 2024

A detailed history of Sterling Group Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 102,586 shares of IVW stock, worth $10.8 Million. This represents 5.22% of its overall portfolio holdings.

Number of Shares
102,586
Previous 8,699 1079.28%
Holding current value
$10.8 Million
Previous $805,000 1120.12%
% of portfolio
5.22%
Previous 0.46%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$84.77 - $97.13 $7.96 Million - $9.12 Million
93,887 Added 1079.28%
102,586 $9.82 Million
Q2 2024

Jul 15, 2024
BUY
$79.31 - $93.31 $689,917 - $811,703
8,699 New
8,699 $805,000

Others Institutions Holding IVW

# of Institutions
1,824
Shares Held
417M
Call Options Held
355K
Put Options Held
454K
View Full List

About ISHARES S&P 500 GROWTH ETF

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

Track Sterling Group Wealth Management, LLC Portfolio

Follow Sterling Group Wealth Management, LLC 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 Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sterling Group Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email