Sage Financial Management Group, Inc. Ishares Core S&P 500 ETF Transaction History
Sage Financial Management Group, Inc.
- $289 Million
- Q2 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 72,349 shares of IVV stock, worth $46.3 Million. This represents 15.54% of its overall portfolio holdings.
Number of Shares
72,349
Previous 69,053
4.77%
Holding current value
$46.3 Million
Previous $38.8 Million
15.77%
% of portfolio
15.54%
Previous 14.08%
Shares
11 transactions
Others Institutions Holding IVV
# of Institutions
3,982Shares Held
800MCall Options Held
5.37MPut Options Held
2M-
Black Rock Inc. New York, NY66.4MShares$42.5 Billion0.84% of portfolio
-
Northwestern Mutual Wealth Management CO31.3MShares$20 Billion14.5% of portfolio
-
Envestnet Asset Management Inc28.4MShares$18.2 Billion5.4% of portfolio
-
Morgan Stanley New York, NY26.4MShares$16.9 Billion1.09% of portfolio
-
Bank Of America Corp Charlotte, NC25.3MShares$16.2 Billion1.17% of portfolio