Sage View Advisory Group, LLC Ishares Core S&P Total U.S. St Transaction History
Sage View Advisory Group, LLC
- $1.97 Trillion
- Q3 2024
A detailed history of Sage View Advisory Group, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 10,576 shares of ITOT stock, worth $1.39 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,576
Previous 13,310
20.54%
Holding current value
$1.39 Million
Previous $1.58 Billion
15.97%
% of portfolio
0.07%
Previous 0.07%
Shares
8 transactions
Others Institutions Holding ITOT
# of Institutions
1,377Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.24 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.41 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.59 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.38 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.17 Billion0.39% of portfolio