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

Sterling Group Wealth Management, LLC

  • $192 Million
  • Q4 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 101,163 shares of IVW stock, worth $10.5 Million. This represents 5.34% of its overall portfolio holdings.

Number of Shares
101,163
Previous 102,586 1.39%
Holding current value
$10.5 Million
Previous $9.82 Million 4.57%
% of portfolio
5.34%
Previous 5.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$94.43 - $105.47 $134,373 - $150,083
-1,423 Reduced 1.39%
101,163 $10.3 Million
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
2,000
Shares Held
428M
Call Options Held
183K
Put Options Held
101K
View Full List

About ISHARES S&P 500 GROWTH ETF

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