Sage Financial Management Group, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Sage Financial Management Group, Inc.
- $276 Million
- Q1 2025
A detailed history of Sage Financial Management Group, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 24,352 shares of IJR stock, worth $2.38 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
24,352
Previous 25,010
2.63%
Holding current value
$2.38 Million
Previous $2.88 Million
11.66%
% of portfolio
0.92%
Previous 1.07%
Shares
17 transactions
Others Institutions Holding IJR
# of Institutions
2,829Shares Held
538MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.73 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.14 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.88 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.78 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.68 Billion0.46% of portfolio