Sage View Advisory Group, LLC Ishares S&P 500 Growth ETF Transaction History
Sage View Advisory Group, LLC
- $2.32 Trillion
- Q4 2024
A detailed history of Sage View Advisory Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 8,648 shares of IVW stock, worth $800,372. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,648
Previous 4,990
73.31%
Holding current value
$800,372
Previous $478 Million
83.75%
% of portfolio
0.04%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding IVW
# of Institutions
2,014Shares Held
429MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.23 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.15 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.02 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.72 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.66 Billion0.77% of portfolio