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 1,259 shares of IVE stock, worth $251,107. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,259
Previous 1,255 0.32%
Holding current value
$251,107
Previous $228,000 8.77%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$181.06 - $197.17 $724 - $788
4 Added 0.32%
1,259 $248,000
Q2 2024

Aug 02, 2024

BUY
$176.58 - $186.7 $706 - $746
4 Added 0.32%
1,255 $228,000
Q1 2024

Apr 30, 2024

BUY
$171.09 - $186.81 $513 - $560
3 Added 0.24%
1,251 $233,000
Q4 2023

Jan 18, 2024

BUY
$147.64 - $174.21 $184,254 - $217,414
1,248 New
1,248 $217,000
Q2 2023

Jul 27, 2023

BUY
$149.72 - $161.19 $185,802 - $200,036
1,241 New
1,241 $200,000

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Sage Financial Group Inc Portfolio

Follow Sage Financial Group Inc 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 Financial Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on Sage Financial Group Inc with notifications on news.