Sage View Advisory Group, LLC Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 8,808 shares of IVW stock, worth $1.05 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,808

Previous 8,650 1.83%

Holding current value

$1.05 Million

Previous $803 Million 25.3%

% of portfolio

0.04%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$82.96 - $110.1 $13,107 - $17,395	158 Added 1.83%	8,808 $1.01 Billion
Q1 2025 May 19, 2025	BUY	$92.45 - $106.69 $184 - $213	2 Added 0.02%	8,650 $803 Million
Q4 2024 Feb 13, 2025	BUY	$94.43 - $105.47 $345,424 - $385,809	3,658 Added 73.31%	8,648 $878 Million
Q3 2024 Nov 14, 2024	SELL	$84.77 - $97.13 $338,232 - $387,548	-3,990 Reduced 44.43%	4,990 $478 Million
Q2 2024 Aug 14, 2024	SELL	$79.31 - $93.31 $7.87 Million - $9.26 Million	-99,249 Reduced 91.7%	8,980 $831 Million
Q1 2024 May 08, 2024	BUY	$72.87 - $85.14 $7.12 Million - $8.32 Million	97,720 Added 929.87%	108,229 $13.8 Billion
Q4 2023 Feb 09, 2024	BUY	$65.78 - $75.4 $364,815 - $418,168	5,546 Added 111.75%	10,509 $829 Million
Q3 2023 Nov 02, 2023	SELL	$68.05 - $72.66 $232,390 - $248,133	-3,415 Reduced 40.76%	4,963 $340 Million
Q2 2023 Aug 11, 2023	BUY	$63.21 - $70.48 $105,055 - $117,137	1,662 Added 24.75%	8,378 $590 Million
Q1 2023 May 01, 2023	SELL	$57.25 - $63.89 $180,223 - $201,125	-3,148 Reduced 31.91%	6,716 $429 Million
Q4 2022 Feb 14, 2023	BUY	$56.73 - $63.56 $559,584 - $626,955	9,864 New	9,864 $577 Million

Others Institutions Holding IVW

# of Institutions

2,101

Shares Held

423M

Call Options Held

246K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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