Sage Financial Management Group, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Sage Financial Management Group, Inc.

  • $289 Million
  • Q2 2025

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 19,301 shares of IJR stock, worth $2.14 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
19,301
Previous 24,352 20.74%
Holding current value
$2.14 Million
Previous $2.55 Million 17.16%
% of portfolio
0.73%
Previous 0.92%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
$90.56 - $109.49 $457,418 - $553,033
-5,051 Reduced 20.74%
19,301 $2.11 Million
Q1 2025

Apr 23, 2025
SELL
$102.49 - $119.96 $67,438 - $78,933
-658 Reduced 2.63%
24,352 $2.55 Million
Q4 2024

Jan 23, 2025
SELL
$113.92 - $127.38 $7,518 - $8,407
-66 Reduced 0.26%
25,010 $2.88 Million
Q3 2024

Oct 17, 2024
BUY
$105.53 - $118.34 $2.65 Million - $2.97 Million
25,076 New
25,076 $2.93 Million
Q1 2024

May 01, 2024
BUY
$102.35 - $110.52 $92,217 - $99,578
901 Added 3.77%
24,802 $2.74 Million
Q4 2023

Jan 17, 2024
SELL
$87.61 - $110.11 $6,483 - $8,148
-74 Reduced 0.31%
23,901 $2.59 Million
Q3 2023

Oct 12, 2023
BUY
$92.9 - $105.16 $2.23 Million - $2.52 Million
23,975 New
23,975 $2.26 Million
Q1 2023

May 01, 2023
SELL
$92.27 - $107.68 $871,121 - $1.02 Million
-9,441 Reduced 38.21%
15,268 $1.48 Million
Q4 2022

Jan 20, 2023
BUY
$89.09 - $102.13 $856,867 - $982,286
9,618 Added 63.73%
24,709 $2.34 Million
Q3 2022

Oct 24, 2022
SELL
$87.04 - $106.5 $829,665 - $1.02 Million
-9,532 Reduced 38.71%
15,091 $1.32 Million
Q2 2022

Aug 02, 2022
BUY
$89.03 - $109.02 $21,456 - $26,273
241 Added 0.99%
24,623 $2.28 Million
Q1 2022

Apr 28, 2022
SELL
$102.32 - $116.69 $102 - $116
-1 Reduced -0.0%
24,382 $2.63 Million
Q4 2021

Feb 08, 2022
BUY
$108.26 - $120.32 $2.64 Million - $2.93 Million
24,383 New
24,383 $2.79 Million
Q3 2021

Oct 26, 2021
SELL
$104.62 - $113.69 $2.62 Million - $2.85 Million
-25,034 Closed
0 $0
Q2 2021

Aug 03, 2021
BUY
$106.38 - $116.3 $215,100 - $235,158
2,022 Added 8.79%
25,034 $2.83 Million
Q1 2021

May 11, 2021
BUY
$91.04 - $115.01 $2 Million - $2.52 Million
21,954 Added 2075.05%
23,012 $2.5 Million
Q4 2020

Feb 08, 2021
SELL
$71.23 - $92.42 $1.99 Million - $2.58 Million
-27,956 Reduced 96.35%
1,058 $2.67 Million
Q4 2020

Feb 08, 2021
BUY
$71.23 - $92.42 $2.07 Million - $2.68 Million
29,014 New
29,014 $2.67 Million

Others Institutions Holding IJR

# of Institutions
2,809
Shares Held
555M
Call Options Held
533K
Put Options Held
382K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Sage Financial Management Group, Inc. Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email