Sage Private Wealth Group, LLC Ishares Core S&P 500 ETF Transaction History

Sage Private Wealth Group, LLC

$133 Million
Q4 2024

A detailed history of Sage Private Wealth Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 995 shares of IVV stock, worth $537,489. This represents 0.44% of its overall portfolio holdings.

Number of Shares

995

Previous 994 0.1%

Holding current value

$537,489

Previous $573,000 2.09%

% of portfolio

0.44%

Previous 0.45%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$570.51 - $610.59 $570 - $610	1 Added 0.1%	995 $585,000
Q3 2024 Jan 29, 2025	SELL	$520.18 - $576.82 $28,609 - $31,725	-55 Reduced 5.24%	994 $573,000
Q2 2024 Jan 29, 2025	SELL	$497.53 - $549.64 $293,542 - $324,287	-590 Reduced 36.0%	1,049 $574,000
Q1 2024 Jan 29, 2025	BUY	$469.56 - $525.73 $117,390 - $131,432	250 Added 18.0%	1,639 $861,000
Q4 2023 Jan 29, 2025	BUY	$412.55 - $479.0 $573,031 - $665,331	1,389 New	1,389 $663,000

Others Institutions Holding IVV

# of Institutions

3,885

Shares Held

759M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Sage Private Wealth Group, LLC Ishares Core S&P 500 ETF Transaction History