Sage Financial Management Group, Inc. Ishares S&P 500 Value ETF Transaction History
Sage Financial Management Group, Inc.
- $270 Million
- Q4 2024
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 $213,992. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,084
Previous 1,084
-0.0%
Holding current value
$213,992
Previous $214,000
3.27%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,575Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.36 Billion0.27% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.55 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.47 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.57 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.37 Billion0.32% of portfolio