Sage Financial Management Group, Inc. Ishares National Muni Bond 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	$107.41 - $108.76 $87,968 - $89,074	-819 Reduced 6.1%	12,602 $1.36 Million
Q4 2023 Jan 17, 2024	BUY	$100.97 - $108.77 $370,156 - $398,750	3,666 Added 37.58%	13,421 $1.46 Million
Q3 2023 Oct 12, 2023	BUY	$102.54 - $107.39 $1 Million - $1.05 Million	9,755 New	9,755 $1 Million
Q1 2023 May 01, 2023	SELL	$104.99 - $108.49 $260,690 - $269,380	-2,483 Reduced 22.72%	8,448 $910,000
Q4 2022 Jan 20, 2023	SELL	$101.51 - $106.72 $4.85 Million - $5.1 Million	-47,747 Reduced 81.37%	10,931 $1.15 Million
Q3 2022 Oct 24, 2022	SELL	$102.55 - $108.59 $164,592 - $174,286	-1,605 Reduced 2.66%	58,678 $6.02 Million
Q2 2022 Aug 02, 2022	BUY	$104.73 - $109.51 $6.31 Million - $6.6 Million	60,283 New	60,283 $6.41 Million

1,452

286M

57.4K

1.75M

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

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