Sage Financial Management Group, Inc. Ishares Core S&P 500 ETF Transaction History

Sage Financial Management Group, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	SELL	$469.56 - $525.73 $191,580 - $214,497	-408 Reduced 0.78%	51,812 $27.2 Million
Q4 2023 Jan 17, 2024	BUY	$412.55 - $479.0 $2.34 Million - $2.72 Million	5,683 Added 12.21%	52,220 $24.9 Million
Q3 2023 Oct 12, 2023	BUY	$427.76 - $460.18 $19.9 Million - $21.4 Million	46,537 New	46,537 $20 Million
Q4 2022 Jan 20, 2023	BUY	$374.51 - $409.32 $202,235 - $221,032	540 New	540 $207,000
Q1 2022 Apr 28, 2022	BUY	$418.06 - $479.84 $225,752 - $259,113	540 New	540 $245,000

Q3 2021 Oct 26, 2021	SELL	$426.8 - $455.27 $230,472 - $245,845	-540 Closed	0 $0
Q4 2020 Feb 08, 2021	BUY	$327.62 - $375.39 $176,914 - $202,710	540 New	540 $203,000

3,244

623M

794K

612K

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