Sage View Advisory Group, LLC ISHARES TR Transaction History

Sage View Advisory Group, LLC

  • $2.9 Trillion
  • Q3 2025
Number of Shares
65,425
Previous 62,855 4.09%
Holding current value
$2.06 Billion
Previous $1.92 Billion 7.44%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
N/A
2,570 Added 4.09%
65,425 $2.06 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
6,236 Added 11.01%
62,855 $1.92 Billion
Q1 2025

May 19, 2025
BUY
N/A
56,619 New
56,619 $1.66 Billion
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