Sage View Advisory Group, LLC Ishares Tresg Screened S&P Sma Transaction History

Sage View Advisory Group, LLC

  • $2.35 Trillion
  • Q1 2025

A detailed history of Sage View Advisory Group, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 13,817 shares of XJR stock, worth $567,740. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,817
Holding current value
$567,740
% of portfolio
0.02%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 19, 2025
BUY
$36.7 - $42.78 $507,083 - $591,091
13,817 New
13,817 $520 Million

Others Institutions Holding XJR

# of Institutions
83
Shares Held
801K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRESG SCREENED S&P SMA

XJR Quotes by TradingView
  • Ticker XJR
  • Sector ETFs
  • Industry ETFs
More about XJR
Track This Portfolio

Track Sage View Advisory Group, LLC Portfolio

Follow Sage View Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email