Sage Financial Management Group, Inc. IVV Holdings History
Sage Financial Management Group, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Sage Financial Management Group, Inc. held 69,053.00 shares of iShares Core S&P 500 ETF(IVV), totaling $38.80 Mil. This investment constitutes 14.08% of their stock portfolio, and Sage Financial Management Group, Inc. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then Sage Financial Management Group, Inc. has made 7 purchases of IVV, at an average price of $511.74, for a total of 122,893.00 shares. In addition, there have been 5 sales at an average price of $522.24 for 53,840.00 shares. Based on historical transaction data and IVV's current price of $613.62, Sage Financial Management Group, Inc.'s estimated gain on his IVV holdings is $7.60 Mil, reflecting a 12.08% gain to date.
Sage Financial Management Group, Inc. IVV ($613.62) Holding Chart
Sage Financial Management Group, Inc. IVV ($613.62) 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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