Sage View Advisory Group, LLC Ishares Tr Msci Usa Esg Select 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 Msci Usa Esg Select stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 30,270 shares of SUSA stock, worth $4.11 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
30,270
Previous 30,860
1.91%
Holding current value
$4.11 Million
Previous $3.54 Billion
10.79%
% of portfolio
0.15%
Previous 0.15%
Shares
10 transactions
Others Institutions Holding SUSA
# of Institutions
545Shares Held
18.3MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.5MShares$203 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.46MShares$199 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.05MShares$142 Million0.01% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.04MShares$141 Million0.09% of portfolio
-
Spinnaker Trust595KShares$80.7 Million4.59% of portfolio