Sage Investment Advisers LLC Ishares S&P 500 Value ETF Transaction History
Sage Investment Advisers LLC
- $94 Million
- Q3 2024
A detailed history of Sage Investment Advisers LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Sage Investment Advisers LLC holds 15,017 shares of IVE stock, worth $2.95 Million. This represents 3.15% of its overall portfolio holdings.
Number of Shares
15,017
Previous 14,447
3.95%
Holding current value
$2.95 Million
Previous $2.63 Million
12.59%
% of portfolio
3.15%
Previous 3.02%
Shares
12 transactions
Others Institutions Holding IVE
# of Institutions
1,650Shares Held
145MCall Options Held
88.8KPut Options Held
36.5K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.31 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.64 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.56 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.6 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.28 Billion0.29% of portfolio