Sage Financial Management Group, Inc. Ishares S&P 500 Value ETF Transaction History
Sage Financial Management Group, Inc.
- $276 Million
- Q1 2025
A detailed history of Sage Financial Management Group, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 1,084 shares of IVE stock, worth $206,610. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,084
Previous 1,084
-0.0%
Holding current value
$206,610
Previous $207,000
-0.0%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,696Shares Held
160MCall Options Held
124KPut Options Held
51.5K-
Envestnet Asset Management Inc18.6MShares$3.55 Billion1.19% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.39 Billion0.27% of portfolio
-
Morgan Stanley New York, NY13.8MShares$2.63 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.58MShares$1.64 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.98MShares$1.33 Billion0.54% of portfolio