Sage View Advisory Group, LLC Ishares Tr Transaction History

Sage View Advisory Group, LLC

$2.35 Trillion
Q1 2025

A detailed history of Sage View Advisory Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 186,767 shares of IEFA stock, worth $15.4 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

186,767

Previous 219,422 14.88%

Holding current value

$15.4 Million

Previous $15.4 Billion 8.38%

% of portfolio

0.6%

Previous 0.66%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	SELL	$69.57 - $78.65 $2.27 Million - $2.57 Million	-32,655 Reduced 14.88%	186,767 $14.1 Billion
Q4 2024 Feb 13, 2025	BUY	$70.06 - $77.43 $5.11 Million - $5.64 Million	72,899 Added 49.75%	219,422 $15.4 Billion
Q3 2024 Nov 14, 2024	SELL	$70.09 - $78.74 $6.15 Million - $6.91 Million	-87,815 Reduced 37.47%	146,523 $11.4 Billion
Q2 2024 Aug 14, 2024	BUY	$70.77 - $76.19 $15.2 Million - $16.4 Million	214,912 Added 1106.31%	234,338 $17 Billion
Q1 2024 May 08, 2024	SELL	$68.14 - $74.43 $18.8 Million - $20.5 Million	-275,645 Reduced 93.42%	19,426 $1.13 Billion
Q4 2023 Feb 09, 2024	SELL	$61.3 - $70.47 $6.16 Million - $7.08 Million	-100,515 Reduced 25.41%	295,071 $20.7 Billion
Q3 2023 Nov 02, 2023	BUY	$64.04 - $69.58 $1.37 Million - $1.49 Million	21,446 Added 5.73%	395,586 $25.5 Billion
Q2 2023 Aug 11, 2023	SELL	$66.03 - $69.1 $834,090 - $872,871	-12,632 Reduced 3.27%	374,140 $25.3 Billion
Q1 2023 May 01, 2023	BUY	$62.17 - $67.7 $2.21 Million - $2.41 Million	35,569 Added 10.13%	386,772 $25.9 Billion
Q4 2022 Feb 14, 2023	BUY	$52.35 - $63.65 $18.4 Million - $22.4 Million	351,203 New	351,203 $21.6 Billion

Others Institutions Holding IEFA

# of Institutions

2,258

Shares Held

1.54B

Call Options Held

106K

Put Options Held

10.7K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

Portfolio Update

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

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Account

Sage View Advisory Group, LLC Ishares Tr Transaction History