iShares S&P 500 Index shares owned by Sage Financial Management Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sage Financial Management Group
from 13F filings
Historical chart of Sage Financial Management Group investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Sage Financial Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Sage Financial Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $27M | 52k | 525.73 |
| 2023-12-31 | $25M | 52k | 477.63 |
| 2023-09-30 | $20M | 47k | 429.42 |
| 2022-12-31 | $207k | 540 | 383.33 |
| 2022-06-30 | $205k | 540 | 379.63 |
| 2022-03-31 | $245k | 540 | 453.70 |
| 2021-06-30 | $232k | 540 | 429.63 |
| 2021-03-31 | $215k | 540 | 398.15 |
| 2020-12-31 | $203k | 540 | 375.93 |
More positions owned by Sage Financial Management Group
View all positions for Sage Financial Management Group