Sage Financial Management Group, Inc. Ishares Core S&P 500 ETF Transaction History
Sage Financial Management Group, Inc.
- $313 Million
- Q3 2025
A detailed history of Sage Financial Management Group, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 73,481 shares of IVV stock, worth $49.6 Million. This represents 15.7% of its overall portfolio holdings.
Number of Shares
73,481
Previous 72,349
1.56%
Holding current value
$49.6 Million
Previous $44.9 Million
9.48%
% of portfolio
15.7%
Previous 15.54%
Shares
12 transactions
Others Institutions Holding IVV
# of Institutions
4,129Shares Held
788MCall Options Held
3.41MPut Options Held
2.27M-
Black Rock Inc. New York, NY66.4MShares$44.8 Billion0.84% of portfolio
-
Northwestern Mutual Wealth Management CO33.4MShares$22.6 Billion15.18% of portfolio
-
Envestnet Asset Management Inc28.6MShares$19.3 Billion5.91% of portfolio
-
Marshall Wace, LLP London, X027.5MShares$18.6 Billion20.28% of portfolio
-
Morgan Stanley New York, NY24.3MShares$16.4 Billion1.02% of portfolio