Sage Investment Advisers LLC IVW Holdings History
Sage Investment Advisers LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2024-09-30, Sage Investment Advisers LLC held 32,524.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $3.11 Mil. This investment constitutes 3.26% of their stock portfolio, and Sage Investment Advisers LLC now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2021Q4. And since then Sage Investment Advisers LLC has made 6 purchases of IVW, at an average price of $73.55, for a total of 35,362.00 shares. In addition, there have been 4 sales at an average price of $74.36 for 2,838.00 shares. Based on historical transaction data and IVW's current price of $109.76, Sage Investment Advisers LLC's estimated gain on his IVW holdings is $1.18 Mil, reflecting a 45.37% gain to date.
Sage Investment Advisers LLC IVW ($109.76) Holding Chart
Sage Investment Advisers LLC IVW ($109.76) 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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