Sage Private Wealth Group, LLC Ishares Core S&P 500 ETF Transaction History

Sage Private Wealth Group, LLC

$133 Million
Q4 2024

A detailed history of Sage Private Wealth Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 995 shares of IVV stock, worth $601,636. This represents 0.44% of its overall portfolio holdings.

Number of Shares

995

Previous 994 0.1%

Holding current value

$601,636

Previous $573,000 2.09%

% of portfolio

0.44%

Previous 0.45%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$570.51 - $610.59 $570 - $610	1 Added 0.1%	995 $585,000
Q3 2024 Jan 29, 2025	SELL	$520.18 - $576.82 $28,609 - $31,725	-55 Reduced 5.24%	994 $573,000
Q2 2024 Jan 29, 2025	SELL	$497.53 - $549.64 $293,542 - $324,287	-590 Reduced 36.0%	1,049 $574,000
Q1 2024 Jan 29, 2025	BUY	$469.56 - $525.73 $117,390 - $131,432	250 Added 18.0%	1,639 $861,000
Q4 2023 Jan 29, 2025	BUY	$412.55 - $479.0 $573,031 - $665,331	1,389 New	1,389 $663,000

Others Institutions Holding IVV

# of Institutions

3,583

Shares Held

700M

Call Options Held

1.44M

Put Options Held

1.11M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage Private Wealth Group, LLC with notifications on news.

Account

Sage Private Wealth Group, LLC Ishares Core S&P 500 ETF Transaction History