Sage View Advisory Group, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Sage View Advisory Group, LLC
- $2.9 Trillion
- Q3 2025
A detailed history of Sage View Advisory Group, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 24,680 shares of SUSC stock, worth $577,018. This represents 0.02% of its overall portfolio holdings.
Number of Shares
24,680
Previous 24,026
2.72%
Holding current value
$577,018
Previous $555 Million
4.83%
% of portfolio
0.02%
Previous 0.02%
Shares
12 transactions
Others Institutions Holding SUSC
# of Institutions
297Shares Held
45.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc9.5MShares$222 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY4.37MShares$102 Million0.01% of portfolio
-
Wealthfront Advisers LLC3.31MShares$77.5 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.89MShares$67.6 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.09MShares$48.8 Million0.21% of portfolio