Sterling Investment Advisors, Ltd. Ishares Core S&P 500 ETF Transaction History

Sterling Investment Advisors, Ltd.

$457 Million
Q3 2025

A detailed history of Sterling Investment Advisors, Ltd. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sterling Investment Advisors, Ltd. holds 509 shares of IVV stock, worth $343,732. This represents 0.07% of its overall portfolio holdings.

Number of Shares

509

Previous 509 -0.0%

Holding current value

$343,732

Previous $316,000 7.59%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$498.8 - $620.9 $2,992 - $3,725	6 Added 1.19%	509 $316,000
Q1 2025 May 07, 2025	BUY	$554.06 - $615.85 $3,324 - $3,695	6 Added 1.21%	503 $282,000
Q4 2024 Feb 04, 2025	SELL	$570.51 - $610.59 $48,493 - $51,900	-85 Reduced 14.6%	497 $292,000
Q3 2024 Oct 24, 2024	BUY	$520.18 - $576.82 $302,744 - $335,709	582 New	582 $335,000
Q1 2024 Apr 30, 2024	BUY	$469.56 - $525.73 $258,258 - $289,151	550 New	550 $289,000

Q2 2022 Aug 05, 2022	BUY	$366.99 - $458.8 $36,699 - $45,880	100 New	100 $38,000
Q4 2019 Feb 10, 2020	SELL	$289.63 - $324.32 $3,765 - $4,216	-13 Closed	0 $0
Q3 2019 Oct 15, 2019	BUY	$285.57 - $303.77 $3,712 - $3,949	13 New	13 $4,000

Others Institutions Holding IVV

# of Institutions

4,157

Shares Held

795M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Sterling Investment Advisors, Ltd. Ishares Core S&P 500 ETF Transaction History