Sage View Advisory Group, LLC ISHARES TR Transaction History

Sage View Advisory Group, LLC

  • $2.64 Trillion
  • Q2 2025
Number of Shares
62,855
Previous 56,619 11.01%
Holding current value
$1.92 Billion
Previous $1.66 Billion 15.52%
% of portfolio
0.07%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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