Sage Financial Management Group, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Sage Financial Management Group, Inc.
- $258 Million
- Q3 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 25,076 shares of IJR stock, worth $2.9 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
25,076Holding current value
$2.9 Million% of portfolio
1.14%Shares
15 transactions
Others Institutions Holding IJR
# of Institutions
2,569Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.21 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.59 Billion0.31% of portfolio
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Morgan Stanley New York, NY18.7MShares$2.16 Billion0.16% of portfolio
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Envestnet Asset Management Inc17.8MShares$2.06 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA16.1MShares$1.87 Billion0.44% of portfolio