Sage Financial Management Group, Inc. Ishares Short Term National Mu Transaction History
Sage Financial Management Group, Inc.
- $289 Million
- Q2 2025
A detailed history of Sage Financial Management Group, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 3,172 shares of SUB stock, worth $338,801. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,172
Previous 6,244
49.2%
Holding current value
$338,801
Previous $659,000
48.86%
% of portfolio
0.12%
Previous 0.24%
Shares
10 transactions
Others Institutions Holding SUB
# of Institutions
942Shares Held
74.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.03MShares$751 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.57MShares$702 Million1.61% of portfolio
-
Envestnet Asset Management Inc5.5MShares$588 Million0.18% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.41MShares$364 Million0.95% of portfolio
-
Morgan Stanley New York, NY3.3MShares$353 Million0.03% of portfolio