Sage View Advisory Group, LLC Ishares Core S&P Total U.S. St Transaction History
Sage View Advisory Group, LLC
- $2.9 Trillion
- Q3 2025
A detailed history of Sage View Advisory Group, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 12,119 shares of ITOT stock, worth $1.77 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,119
Previous 12,178
0.48%
Holding current value
$1.77 Million
Previous $1.7 Billion
4.07%
% of portfolio
0.06%
Previous 0.06%
Shares
12 transactions
Others Institutions Holding ITOT
# of Institutions
1,703Shares Held
334MCall Options Held
61.7KPut Options Held
36K-
Wells Fargo & Company San Francisco, CA63.2MShares$9.25 Billion1.81% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.14 Billion0.13% of portfolio
-
Betterment LLC New York, NY10.9MShares$1.6 Billion3.15% of portfolio
-
Morgan Stanley New York, NY10.7MShares$1.57 Billion0.1% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.54 Billion3.7% of portfolio