Sage Financial Management Group, Inc. Ishares Core S&P 500 ETF Transaction History
Sage Financial Management Group, Inc.
- $270 Million
- Q4 2024
A detailed history of Sage Financial Management Group, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 63,109 shares of IVV stock, worth $38.5 Million. This represents 13.76% of its overall portfolio holdings.
Number of Shares
63,109
Previous 55,100
14.54%
Holding current value
$38.5 Million
Previous $31.8 Million
16.89%
% of portfolio
13.76%
Previous 12.32%
Shares
9 transactions
Others Institutions Holding IVV
# of Institutions
3,514Shares Held
688MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$40.5 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$21.1 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.8 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.4 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$15.2 Billion1.06% of portfolio