A detailed history of Sage Financial Management Group, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 9,188 shares of IVW stock, worth $944,158. This represents 0.34% of its overall portfolio holdings.

Number of Shares
9,188
Holding current value
$944,158
% of portfolio
0.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$84.77 - $97.13 $778,866 - $892,430
9,188 New
9,188 $880,000
Q1 2024

May 01, 2024

SELL
$72.87 - $85.14 $3,570 - $4,171
-49 Reduced 0.51%
9,629 $813,000
Q4 2023

Jan 17, 2024

BUY
$65.78 - $75.4 $15,787 - $18,096
240 Added 2.54%
9,678 $727,000
Q3 2023

Oct 12, 2023

BUY
$68.05 - $72.66 $642,255 - $685,765
9,438 New
9,438 $646,000
Q4 2022

Jan 20, 2023

BUY
$56.73 - $63.56 $535,417 - $599,879
9,438 New
9,438 $552,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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