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

Sage Financial Management Group, Inc.

$276 Million
Q1 2025

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 9,060 shares of IVW stock, worth $952,206. This represents 0.31% of its overall portfolio holdings.

Number of Shares

9,060

Previous 9,124 0.7%

Holding current value

$952,206

Previous $926,000 9.18%

% of portfolio

0.31%

Previous 0.34%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$92.45 - $106.69 $5,916 - $6,828	-64 Reduced 0.7%	9,060 $841,000
Q4 2024 Jan 23, 2025	SELL	$94.43 - $105.47 $6,043 - $6,750	-64 Reduced 0.7%	9,124 $926,000
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

# of Institutions

2,029

Shares Held

427M

Call Options Held

203K

Put Options Held

136K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Financial Management Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sage Financial Management Group, Inc. with notifications on news.

Account

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