Sage Financial Group Inc Purchases in Q3 2024

Sage Financial Group Inc

  • $1.22 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11.3K
+ 2.32%
$105.53 - $118.34 $1.19M - $1.34M
498K $58.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
21.9K
+ 1.77%
$57.32 - $62.65 $1.25M - $1.37M
1.26M $78.4M
VTV
Vanguard Value ETF

ETFs
3.04K
+ 0.88%
$159.75 - $174.57 $486K - $531K
350K $61.1M
VNQ
Vanguard Specialized Funds Van

ETFs
6.02K
+ 4.75%
$82.97 - $98.97 $499K - $596K
133K $12.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
679
+ 1.17%
$475.2 - $527.7 $323K - $358K
58.8K $31M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.14K
+ 1.15%
$75.47 - $83.18 $237K - $262K
276K $22.9M
SCHA
Schwab Strategic Tr Us Small C

ETFs
569
+ 0.17%
$46.9 - $51.96 $26.7K - $29.6K
341K $17.5M
VBK
Vanguard Small Cap Growth ETF

ETFs
111
+ 0.18%
$240.48 - $267.94 $26.7K - $29.7K
61.7K $16.5M
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.0%
$179.99 - $201.6 $180 - $202
42.3K $8.49M
SCHP
Schwab Strategic Us Tips ETF

ETFs
6.56K
+ 2.57%
$51.58 - $53.79 $338K - $353K
262K $14.1M
IGF
Ishares Global Infrastructure

ETFs
4.13K
+ 5.27%
$47.97 - $54.56 $198K - $225K
82.3K $4.48M
EFV
Msci Eafe Value ETF

ETFs
6.53K
+ 27.19%
$51.72 - $57.96 $338K - $378K
30.5K $1.76M
VB
Vanguard Small Cap ETF

ETFs
227
+ 1.08%
$214.77 - $237.72 $48.8K - $54K
21.3K $5.05M
IWS
Ishares Russell Midcap Value E

ETFs
125
+ 0.48%
$119.52 - $132.25 $14.9K - $16.5K
25.9K $3.43M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
231
+ 0.34%
$50.99 - $57.81 $11.8K - $13.4K
68.2K $3.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.11K
+ 16.28%
$50.25 - $50.74 $257K - $259K
36.5K $1.85M
SPY
Spdr S&P 500 ETF Trust

ETFs
48
+ 0.71%
$517.38 - $573.86 $24.8K - $27.5K
6.79K $3.9M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.01K
+ 4.64%
$38.03 - $42.06 $76.6K - $84.7K
45.4K $1.9M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
819
+ 2.03%
$73.78 - $81.92 $60.4K - $67.1K
41.1K $3.37M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.53K
New
$46.18 - $48.92 $209K - $222K
4.53K $220K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
426
+ 1.74%
$85.03 - $94.56 $36.2K - $40.3K
24.9K $2.32M
ISCV
Ishares Morningstar Small Cap

ETFs
3.41K
New
$57.26 - $64.12 $195K - $219K
3.41K $216K
EWX
Spdr S&P Emerging Markets Smal

ETFs
3.29K
New
$54.3 - $62.38 $178K - $205K
3.29K $205K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.16K
+ 7.96%
$96.25 - $101.98 $112K - $119K
15.8K $1.6M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.66K
+ 4.9%
$51.02 - $52.74 $84.4K - $87.3K
35.4K $1.87M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.01%
$113.41 - $125.62 $113 - $126
18.3K $2.3M
IWP
Ishares Russell Mid Cap Growth

ETFs
11
+ 0.07%
$103.87 - $117.59 $1.14K - $1.29K
16.7K $1.96M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
159
+ 0.8%
$114.73 - $120.23 $18.2K - $19.1K
20.1K $2.41M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
641
+ 2.6%
$38.71 - $42.43 $24.8K - $27.2K
25.3K $1.07M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
165
+ 0.77%
$81.1 - $89.18 $13.4K - $14.7K
21.7K $1.9M
IAT
Ishares Tr

ETFs
80
+ 0.82%
$40.8 - $48.93 $3.26K - $3.91K
9.85K $468K
GII
Spdr S&P Global Infrasture ETF

ETFs
13
+ 0.15%
$54.45 - $61.92 $708 - $805
8.86K $546K
FNDX
Schwab Fundamental U S Large C

ETFs
32
+ 0.26%
$65.36 - $71.76 $2.09K - $2.3K
12.3K $884K
EFA
Ishares Tr Msci Eafe ETF

ETFs
355
+ 6.03%
$75.32 - $84.37 $26.7K - $30K
6.24K $521K
BND
Vanguard Bd Index Fd Inc Total

ETFs
168
+ 1.6%
$71.45 - $75.64 $12K - $12.7K
10.7K $803K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
220
+ 1.75%
$32.04 - $37.11 $7.05K - $8.16K
12.8K $466K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
21
+ 0.33%
$75.63 - $84.89 $1.59K - $1.78K
6.29K $529K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
6
+ 0.14%
$108.44 - $120.37 $651 - $722
4.35K $523K
NUSC
Nuveen Esg Small Cap ETF

ETFs
148
+ 2.12%
$38.89 - $42.97 $5.76K - $6.36K
7.13K $305K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
5
+ 0.42%
$256.4 - $289.78 $1.28K - $1.45K
1.19K $338K
IVE
Ishares S&P 500 Value ETF

ETFs
4
+ 0.32%
$181.06 - $197.17 $724 - $789
1.26K $248K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
13
+ 0.12%
$44.65 - $47.21 $580 - $614
10.7K $499K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
36
+ 0.62%
$67.53 - $70.89 $2.43K - $2.55K
5.88K $414K
QQQ
Invesco Qqq Trust, Series 1

ETFs
3
+ 0.22%
$434.77 - $502.96 $1.3K - $1.51K
1.39K $679K
MUB
Ishares National Muni Bond ETF

ETFs
2
+ 0.06%
$106.13 - $108.7 $212 - $217
3.14K $341K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
15
+ 0.12%
$50.61 - $50.96 $759 - $764
12.2K $623K
Activity Summary
Buys All Purchases 47 New Holdings 3 Increased Positions 44 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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