Sage View Advisory Group, LLC Ishares Msci Usa Value Factor Transaction History
Sage View Advisory Group, LLC
- $2.32 Trillion
- Q4 2024
A detailed history of Sage View Advisory Group, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 13,485 shares of VLUE stock, worth $1.37 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
13,485
Previous 14,362
6.11%
Holding current value
$1.37 Million
Previous $1.57 Billion
9.06%
% of portfolio
0.06%
Previous 0.08%
Shares
9 transactions
Others Institutions Holding VLUE
# of Institutions
470Shares Held
51MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO20.1MShares$2.04 Billion1.8% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.59MShares$466 Million28.41% of portfolio
-
Matson Money. Inc.3.46MShares$351 Million13.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.84MShares$187 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.69MShares$172 Million0.06% of portfolio