Sage Financial Group Inc Ishares Morningstar Mid Cap Va Transaction History

Sage Financial Group Inc

$1.47 Billion
Q3 2025

A detailed history of Sage Financial Group Inc transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Sage Financial Group Inc holds 6,392 shares of IMCV stock, worth $511,487. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,392

Previous 6,780 5.72%

Holding current value

$511,487

Previous $515,000 0.39%

% of portfolio

0.03%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$76.29 - $80.63 $29,600 - $31,284	-388 Reduced 5.72%	6,392 $513,000
Q2 2025 Jul 22, 2025	SELL	$65.1 - $75.98 $28,058 - $32,747	-431 Reduced 5.98%	6,780 $515,000
Q1 2025 Apr 22, 2025	SELL	$71.9 - $77.57 $19,772 - $21,331	-275 Reduced 3.67%	7,211 $534,000
Q2 2024 Aug 02, 2024	SELL	$68.22 - $72.74 $15,349 - $16,366	-225 Reduced 2.92%	7,486 $525,000
Q1 2024 Apr 30, 2024	BUY	$65.61 - $72.55 $328 - $362	5 Added 0.06%	7,711 $559,000
Q3 2023 Oct 12, 2023	SELL	$60.39 - $66.42 $7,186 - $7,903	-119 Reduced 1.52%	7,706 $466,000
Q2 2023 Jul 27, 2023	BUY	$58.79 - $63.7 $11,758 - $12,740	200 Added 2.62%	7,825 $498,000
Q1 2023 Apr 18, 2023	BUY	$58.6 - $68.24 $40,023 - $46,607	683 Added 9.84%	7,625 $471,000
Q4 2022 Jan 31, 2023	BUY	$56.85 - $65.72 $25,866 - $29,902	455 Added 7.01%	6,942 $430,000
Q3 2022 Oct 27, 2022	BUY	$55.94 - $66.86 $1,566 - $1,872	28 Added 0.43%	6,487 $363,000
Q2 2022 Jul 25, 2022	BUY	$57.93 - $70.61 $374,169 - $456,069	6,459 New	6,459 $383,000

Others Institutions Holding IMCV

# of Institutions

173

Shares Held

7.66M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR MID CAP VA

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Sage Financial Group Inc Ishares Morningstar Mid Cap Va Transaction History