Sage View Advisory Group, LLC Ishares Core S&P U.S. Value Et Transaction History
Sage View Advisory Group, LLC
- $1.98 Trillion
- Q1 2024
A detailed history of Sage View Advisory Group, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 16,743 shares of IUSV stock, worth $1.47 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
16,743
Previous 3,600
365.08%
Holding current value
$1.47 Million
Previous $307 Million
502.84%
% of portfolio
0.09%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding IUSV
# of Institutions
671Shares Held
148MCall Options Held
7.1KPut Options Held
5.95K-
Bank Of America Corp Charlotte, NC60MShares$5.27 Billion0.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.3MShares$1.08 Billion0.61% of portfolio
-
Morgan Stanley New York, NY8.12MShares$714 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.64MShares$408 Million5.99% of portfolio
-
Signaturefd, LLC Atlanta, GA4.24MShares$373 Million8.13% of portfolio