Sage Financial Management Group, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Sage Financial Management Group, Inc.
- $276 Million
- Q1 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 24,352 shares of IJR stock, worth $2.6 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
24,352
Previous 25,010
2.63%
Holding current value
$2.6 Million
Previous $2.88 Million
11.66%
% of portfolio
0.92%
Previous 1.07%
Shares
17 transactions
Others Institutions Holding IJR
# of Institutions
2,820Shares Held
548MCall Options Held
533KPut Options Held
389K-
Northwestern Mutual Wealth Management CO39.1MShares$4.17 Billion3.37% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.52 Billion0.28% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2 Billion0.14% of portfolio
-
Envestnet Asset Management Inc17.8MShares$1.9 Billion0.62% of portfolio
-
Wells Fargo & Company San Francisco, CA17.1MShares$1.83 Billion0.42% of portfolio