Sage View Advisory Group, LLC Ishares Russell 1000 Val ETF Transaction History
Sage View Advisory Group, LLC
- $2.15 Trillion
- Q2 2024
A detailed history of Sage View Advisory Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 1,354 shares of IWD stock, worth $256,799. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,354
Previous 35,484
96.18%
Holding current value
$256,799
Previous $1.14 Billion
79.34%
% of portfolio
0.01%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding IWD
# of Institutions
1,640Shares Held
256MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.52 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.18 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.99 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.84 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.71 Billion0.14% of portfolio