Sage View Advisory Group, LLC ISHARES TR Transaction History

Sage View Advisory Group, LLC

  • $2.9 Trillion
  • Q3 2025
Number of Shares
42,037
Previous 41,397 1.55%
Holding current value
$2.17 Billion
Previous $2.02 Billion 7.16%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Nov 13, 2025
BUY
N/A
640 Added 1.55%
42,037 $2.17 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
4,067 Added 10.89%
41,397 $2.02 Billion
Q1 2025

May 19, 2025
BUY
N/A
37,330 New
37,330 $1.47 Billion
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