Sage Financial Management Group, Inc. Ishares S&P 500 Growth ETF Transaction History
Sage Financial Management Group, Inc.
- $270 Million
- Q4 2024
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 9,124 shares of IVW stock, worth $969,516. This represents 0.34% of its overall portfolio holdings.
Number of Shares
9,124
Previous 9,188
0.7%
Holding current value
$969,516
Previous $880,000
5.23%
% of portfolio
0.34%
Previous 0.34%
Shares
6 transactions
Others Institutions Holding IVW
# of Institutions
1,869Shares Held
416MCall Options Held
355KPut Options Held
483K-
Envestnet Asset Management Inc46.5MShares$4.94 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.69 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.54 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.98 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.67 Billion0.69% of portfolio