Sage Financial Management Group, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Sage Financial Management Group, Inc.
- $270 Million
- Q4 2024
A detailed history of Sage Financial Management Group, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 25,010 shares of IJR stock, worth $2.97 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
25,010
Previous 25,076
0.26%
Holding current value
$2.97 Million
Previous $2.93 Million
1.74%
% of portfolio
1.07%
Previous 1.14%
Shares
16 transactions
Others Institutions Holding IJR
# of Institutions
2,672Shares Held
520MCall Options Held
998KPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.32 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.68 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.22 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.11 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.92 Billion0.44% of portfolio