Sage Financial Group Inc Ishares S&P 500 Value ETF Transaction History
Sage Financial Group Inc
- $1.35 Billion
- Q2 2025
A detailed history of Sage Financial Group Inc transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Sage Financial Group Inc holds 1,269 shares of IVE stock, worth $263,748. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,269
Previous 1,266
0.24%
Holding current value
$263,748
Previous $241,000
2.49%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding IVE
# of Institutions
1,708Shares Held
166MCall Options Held
93.3KPut Options Held
41K-
Envestnet Asset Management Inc21MShares$4.36 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.69 Billion0.27% of portfolio
-
Morgan Stanley New York, NY14.1MShares$2.94 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.32MShares$1.73 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.64 Billion0.55% of portfolio