Sage View Advisory Group, LLC Ishares S&P Midcap 400 Growth Transaction History

Sage View Advisory Group, LLC

$2.32 Trillion
Q4 2024

A detailed history of Sage View Advisory Group, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 9,481 shares of IJK stock, worth $750,990. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,481

Previous 8,867 6.92%

Holding current value

$750,990

Previous $815 Million 5.76%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$90.66 - $99.46 $55,665 - $61,068	614 Added 6.92%	9,481 $862 Million
Q3 2024 Nov 14, 2024	SELL	$84.81 - $93.54 $49,783 - $54,907	-587 Reduced 6.21%	8,867 $815 Million
Q2 2024 Aug 14, 2024	BUY	$84.85 - $91.12 $802,171 - $861,448	9,454 New	9,454 $833 Million
Q4 2023 Feb 09, 2024	BUY	$67.78 - $80.04 $25,824 - $30,495	381 Added 4.11%	9,658 $774 Million
Q3 2023 Nov 02, 2023	SELL	$71.48 - $77.94 $13,366 - $14,574	-187 Reduced 1.98%	9,277 $670 Million
Q2 2023 Aug 11, 2023	SELL	$69.13 - $75.0 $28,343 - $30,750	-410 Reduced 4.15%	9,464 $710 Million
Q1 2023 May 01, 2023	BUY	$67.77 - $74.78 $36,392 - $40,156	537 Added 5.75%	9,874 $706 Million
Q4 2022 Feb 14, 2023	BUY	$63.9 - $72.95 $596,634 - $681,134	9,337 New	9,337 $638 Million

Others Institutions Holding IJK

# of Institutions

967

Shares Held

70.6M

Call Options Held

4.2K

Put Options Held

800

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About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
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Sage View Advisory Group, LLC Ishares S&P Midcap 400 Growth Transaction History