A detailed history of Sage View Advisory Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 2,978 shares of IVE stock, worth $612,812. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,978
Previous 4,833 38.38%
Holding current value
$612,812
Previous $880 Million 33.25%
% of portfolio
0.03%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$181.06 - $197.17 $335,866 - $365,750
-1,855 Reduced 38.38%
2,978 $587 Million
Q2 2024

Aug 14, 2024

SELL
$176.58 - $186.7 $388,476 - $410,740
-2,200 Reduced 31.28%
4,833 $880 Million
Q1 2024

May 08, 2024

BUY
$171.09 - $186.81 $62,447 - $68,185
365 Added 5.47%
7,033 $1.37 Billion
Q4 2023

Feb 09, 2024

BUY
$147.64 - $174.21 $403,647 - $476,290
2,734 Added 69.5%
6,668 $1.17 Billion
Q3 2023

Nov 02, 2023

SELL
$153.33 - $166.75 $340,239 - $370,018
-2,219 Reduced 36.06%
3,934 $605 Million
Q2 2023

Aug 11, 2023

BUY
$149.72 - $161.19 $9,881 - $10,638
66 Added 1.08%
6,153 $992 Million
Q1 2023

May 01, 2023

SELL
$144.21 - $159.47 $243,282 - $269,025
-1,687 Reduced 21.7%
6,087 $924 Million
Q4 2022

Feb 14, 2023

BUY
$129.68 - $151.79 $1.01 Million - $1.18 Million
7,774 New
7,774 $1.13 Billion

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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