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

Sage View Advisory Group, LLC

$2.15 Trillion
Q2 2024

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 8,980 shares of IVW stock, worth $855,614. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,980

Previous 108,229 91.7%

Holding current value

$855,614

Previous $13.8 Billion 93.96%

% of portfolio

0.04%

Previous 0.7%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,758

Shares Held

430M

Call Options Held

281K

Put Options Held

217K

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