Sage View Advisory Group, LLC Ishares Core S&P U.S. Value Et Transaction History
Sage View Advisory Group, LLC
- $2.64 Trillion
 - Q2 2025
 
Shares
	  3 transactions
	
  Others Institutions Holding IUSV
# of Institutions
826Shares Held
183MCall Options Held
0Put Options Held
0- 
    
      Bank Of America Corp Charlotte, NC74.4MShares$7.37 Billion0.53% of portfolio
 - 
    
      Lpl Financial LLC Fort Mill, SC15.2MShares$1.5 Billion0.51% of portfolio
 - 
    
      Morgan Stanley New York, NY9.02MShares$893 Million0.06% of portfolio
 - 
    
      Jones Financial Companies Lllp5.7MShares$565 Million0.41% of portfolio
 - 
    
      Envestnet Asset Management Inc5.25MShares$520 Million0.15% of portfolio