Sage View Advisory Group, LLC Ishares S&P 500 Value ETF Transaction History

Sage View Advisory Group, LLC

$2.64 Trillion
Q2 2025

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 5,720 shares of IVE stock, worth $1.18 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,720

Previous 5,573 2.64%

Holding current value

$1.18 Million

Previous $1.06 Billion 7.52%

% of portfolio

0.04%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$168.34 - $195.42 $24,745 - $28,726	147 Added 2.64%	5,720 $1.14 Billion
Q1 2025 May 19, 2025	SELL	$185.78 - $198.58 $2,043 - $2,184	-11 Reduced 0.2%	5,573 $1.06 Billion
Q4 2024 Feb 13, 2025	BUY	$189.5 - $206.17 $493,837 - $537,279	2,606 Added 87.51%	5,584 $1.07 Billion
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

# of Institutions

1,708

Shares Held

166M

Call Options Held

93.3K

Put Options Held

41K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Sage View Advisory Group, LLC Ishares S&P 500 Value ETF Transaction History