Sage Advisory Services, Ltd.Co. IVV Holdings History
Sage Advisory Services, Ltd.Co.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Sage Advisory Services, Ltd.Co. held 37,034.00 shares of iShares Core S&P 500 ETF(IVV), totaling $20.81 Mil. This investment constitutes 12.23% of their stock portfolio, and Sage Advisory Services, Ltd.Co. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2015Q4. And since then Sage Advisory Services, Ltd.Co. has made 11 purchases of IVV, at an average price of $298.62, for a total of 995,446.00 shares. In addition, there have been 17 sales at an average price of $327.41 for 958,412.00 shares. Based on historical transaction data and IVV's current price of $628.17, Sage Advisory Services, Ltd.Co.'s estimated gain on his IVV holdings is $39.80 Mil, reflecting a 13.39% gain to date.
Sage Advisory Services, Ltd.Co. IVV ($628.17) Holding Chart
Sage Advisory Services, Ltd.Co. IVV ($628.17) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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