Sage Financial Management Group, Inc. Ishares Core S&P 500 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 500 ETF stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 69,053 shares of IVV stock, worth $37.1 Million. This represents 14.08% of its overall portfolio holdings.
Number of Shares
69,053
Previous 63,109
9.42%
Holding current value
$37.1 Million
Previous $37.2 Million
4.44%
% of portfolio
14.08%
Previous 13.76%
Shares
10 transactions
Others Institutions Holding IVV
# of Institutions
3,886Shares Held
759MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$35.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$18 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$16.4 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$15 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$12.7 Billion17.72% of portfolio