Sage View Advisory Group, LLC Ishares Core S&P Sm Cap ETF Transaction History

Sage View Advisory Group, LLC

$2.35 Trillion
Q1 2025

A detailed history of Sage View Advisory Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 44,036 shares of IJR stock, worth $4.7 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

44,036

Previous 40,989 7.43%

Holding current value

$4.7 Million

Previous $4.72 Billion 2.5%

% of portfolio

0.2%

Previous 0.2%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	BUY	$102.49 - $119.96 $312,287 - $365,518	3,047 Added 7.43%	44,036 $4.6 Billion
Q4 2024 Feb 13, 2025	BUY	$113.92 - $127.38 $3.1 Million - $3.47 Million	27,246 Added 198.25%	40,989 $4.72 Billion
Q3 2024 Nov 14, 2024	SELL	$105.53 - $118.34 $510,870 - $572,883	-4,841 Reduced 26.05%	13,743 $1.61 Billion
Q2 2024 Aug 14, 2024	BUY	$102.13 - $110.88 $1.9 Million - $2.06 Million	18,584 New	18,584 $1.98 Billion
Q4 2023 Feb 09, 2024	BUY	$87.61 - $110.11 $1.23 Million - $1.55 Million	14,040 Added 71.29%	33,734 $3.6 Billion
Q3 2023 Nov 02, 2023	SELL	$92.9 - $105.16 $535,196 - $605,826	-5,761 Reduced 22.63%	19,694 $1.86 Billion
Q2 2023 Aug 11, 2023	BUY	$91.14 - $99.81 $720,370 - $788,898	7,904 Added 45.03%	25,455 $2.54 Billion
Q1 2023 May 01, 2023	SELL	$92.27 - $107.68 $645,151 - $752,898	-6,992 Reduced 28.49%	17,551 $1.7 Billion
Q4 2022 Feb 14, 2023	BUY	$89.09 - $102.13 $2.19 Million - $2.51 Million	24,543 New	24,543 $2.32 Billion

Others Institutions Holding IJR

# of Institutions

2,818

Shares Held

548M

Call Options Held

533K

Put Options Held

389K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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Sage View Advisory Group, LLC Ishares Core S&P Sm Cap ETF Transaction History