Sage View Advisory Group, LLC Ishares Tr Russell 2500 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 Tr Russell 2500 ETF stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 5,081 shares of SMMD stock, worth $366,086. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,081
Previous 5,538
8.25%
Holding current value
$366,086
Previous $346 Million
3.21%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SMMD
# of Institutions
223Shares Held
19.7MCall Options Held
0Put Options Held
0-
Glenmede Investment Management, LP Philadelphia, PA2.93MShares$211 Million1.0% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA2.26MShares$163 Million0.78% of portfolio
-
Fort Washington Investment Advisors Inc1.5MShares$108 Million0.61% of portfolio
-
Coldstream Capital Management Inc971KShares$69.9 Million1.1% of portfolio
-
Bank Of America Corp Charlotte, NC816KShares$58.8 Million0.0% of portfolio