Sage View Advisory Group, LLC Ishares Tr Transaction History

Sage View Advisory Group, LLC

$2.32 Trillion
Q4 2024

A detailed history of Sage View Advisory Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 1,821 shares of IYF stock, worth $203,387. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,821

Holding current value

$203,387

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$102.7 - $119.05 $187,016 - $216,790	1,821 New	1,821 $201 Million

Others Institutions Holding IYF

# of Institutions

462

Shares Held

19.8M

Call Options Held

28.3K

Put Options Held

35.3K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.9M
Shares

$213 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

1.7M
Shares

$190 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$151 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$134 Million
1.84% of portfolio
Schroder Investment Management Group London, X0

1.12M
Shares

$125 Million
0.12% of portfolio

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About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

More about IYF

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Sage View Advisory Group, LLC Ishares Tr Transaction History