Sage Investment Advisers LLC Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Sage Investment Advisers LLC holds 32,524 shares of IVW stock, worth $3.73 Million. This represents 3.31% of its overall portfolio holdings.
Number of Shares
32,524
Previous 33,127
1.82%
Holding current value
$3.73 Million
Previous $3.07 Million
1.6%
% of portfolio
3.31%
Previous 3.52%
Shares
12 transactions
Others Institutions Holding IVW
# of Institutions
2,079Shares Held
420MCall Options Held
196KPut Options Held
101K-
Envestnet Asset Management Inc45.4MShares$5.21 Billion1.53% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5.03 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.78 Billion0.22% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$2.16 Billion0.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.6MShares$2.14 Billion0.72% of portfolio