Sage View Advisory Group, LLC Ishares Tr Ishares Core Msci P Transaction History

Sage View Advisory Group, LLC

$2.15 Trillion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$58.42 - $63.62 $10.5 Million - $11.5 Million	180,006 New	180,006 $13.4 Billion

Others Institutions Holding IPAC

# of Institutions

141

Shares Held

24.8M

Call Options Held

0

Put Options Held

0

Ronald Blue Trust, Inc. Brentwood, TN

7.16M
Shares

$474 Million
6.08% of portfolio
Municipal Employees' Retirement System Of Michigan

6.4M
Shares

$424 Million
5.44% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.45M
Shares

$95.7 Million
0.02% of portfolio
Assetmark, Inc

1.18M
Shares

$78 Million
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

901K
Shares

$59.6 Million
0.0% of portfolio

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