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

Sage Private Wealth Group, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$94.43 - $105.47 $206,423 - $230,557	-2,186 Closed	0 $0
Q2 2024 Jan 29, 2025	SELL	$79.31 - $93.31 $387,350 - $455,726	-4,884 Reduced 69.08%	2,186 $202,000
Q1 2024 Jan 29, 2025	SELL	$72.87 - $85.14 $276,104 - $322,595	-3,789 Reduced 34.89%	7,070 $596,000
Q4 2023 Jan 29, 2025	BUY	$65.78 - $75.4 $714,305 - $818,768	10,859 New	10,859 $815,000

1,893

416M

355K

483K

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