Sage Financial Management Group, Inc. Ishares S&P 500 Growth ETF Transaction History

Sage Financial Management Group, Inc.

$276 Million
Q1 2025

A detailed history of Sage Financial Management Group, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 9,060 shares of IVW stock, worth $818,933. This represents 0.31% of its overall portfolio holdings.

Number of Shares

9,060

Previous 9,124 0.7%

Holding current value

$818,933

Previous $926,000 9.18%

% of portfolio

0.31%

Previous 0.34%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$92.45 - $106.69 $5,916 - $6,828	-64 Reduced 0.7%	9,060 $841,000
Q4 2024 Jan 23, 2025	SELL	$94.43 - $105.47 $6,043 - $6,750	-64 Reduced 0.7%	9,124 $926,000
Q3 2024 Oct 17, 2024	BUY	$84.77 - $97.13 $778,866 - $892,430	9,188 New	9,188 $880,000
Q1 2024 May 01, 2024	SELL	$72.87 - $85.14 $3,570 - $4,171	-49 Reduced 0.51%	9,629 $813,000
Q4 2023 Jan 17, 2024	BUY	$65.78 - $75.4 $15,787 - $18,096	240 Added 2.54%	9,678 $727,000
Q3 2023 Oct 12, 2023	BUY	$68.05 - $72.66 $642,255 - $685,765	9,438 New	9,438 $646,000
Q4 2022 Jan 20, 2023	BUY	$56.73 - $63.56 $535,417 - $599,879	9,438 New	9,438 $552,000

Others Institutions Holding IVW

# of Institutions

2,016

Shares Held

428M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Sage Financial Management Group, Inc. Ishares S&P 500 Growth ETF Transaction History