Sage Financial Group Inc Ishares Russell 1000 Val ETF Transaction History

Sage Financial Group Inc

  • $1.47 Billion
  • Q3 2025

A detailed history of Sage Financial Group Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Sage Financial Group Inc holds 18,663 shares of IWD stock, worth $3.82 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
18,663
Previous 18,648 0.08%
Holding current value
$3.82 Million
Previous $3.62 Million 4.89%
% of portfolio
0.26%
Previous 0.27%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$192.76 - $203.86 $2,891 - $3,057
15 Added 0.08%
18,663 $3.8 Million
Q2 2025

Jul 22, 2025
SELL
$166.82 - $194.23 $777,881 - $905,694
-4,663 Reduced 20.0%
18,648 $3.62 Million
Q1 2025

Apr 22, 2025
SELL
$182.82 - $196.21 $12,248 - $13,146
-67 Reduced 0.29%
23,311 $4.39 Million
Q4 2024

Jan 23, 2025
SELL
$183.23 - $199.79 $8,795 - $9,589
-48 Reduced 0.2%
23,378 $4.33 Million
Q3 2024

Oct 29, 2024
SELL
$173.36 - $189.8 $23,056 - $25,243
-133 Reduced 0.56%
23,426 $4.45 Million
Q2 2024

Aug 02, 2024
BUY
$169.4 - $179.05 $26,087 - $27,573
154 Added 0.66%
23,559 $4.11 Million
Q1 2024

Apr 30, 2024
SELL
$161.84 - $179.11 $424,668 - $469,984
-2,624 Reduced 10.08%
23,405 $4.19 Million
Q4 2023

Jan 18, 2024
SELL
$143.69 - $165.7 $112,365 - $129,577
-782 Reduced 2.92%
26,029 $4.3 Million
Q3 2023

Oct 12, 2023
SELL
$151.73 - $163.56 $50,829 - $54,792
-335 Reduced 1.23%
26,811 $4.07 Million
Q2 2023

Jul 27, 2023
SELL
$148.55 - $157.83 $40,702 - $43,245
-274 Reduced 1.0%
27,146 $4.28 Million
Q1 2023

Apr 18, 2023
BUY
$145.2 - $161.56 $49,948 - $55,576
344 Added 1.27%
27,420 $4.17 Million
Q4 2022

Jan 31, 2023
BUY
$136.78 - $158.99 $22,979 - $26,710
168 Added 0.62%
27,076 $4.11 Million
Q3 2022

Oct 27, 2022
BUY
$135.99 - $161.15 $55,347 - $65,588
407 Added 1.54%
26,908 $3.66 Million
Q2 2022

Jul 25, 2022
SELL
$140.99 - $168.41 $77,403 - $92,457
-549 Reduced 2.03%
26,501 $3.84 Million
Q1 2022

May 02, 2022
BUY
$157.15 - $170.51 $912,884 - $990,492
5,809 Added 27.35%
27,050 $4.49 Million
Q4 2021

Jan 24, 2022
SELL
$157.12 - $168.08 $33,309 - $35,632
-212 Reduced 0.99%
21,241 $3.57 Million
Q3 2021

Nov 08, 2021
SELL
$154.62 - $164.07 $738,001 - $783,106
-4,773 Reduced 18.2%
21,453 $3.36 Million
Q2 2021

Aug 16, 2021
SELL
$152.86 - $162.4 $18,037 - $19,163
-118 Reduced 0.45%
26,226 $4.16 Million
Q1 2021

Apr 29, 2021
BUY
$134.89 - $153.0 $19,289 - $21,879
143 Added 0.55%
26,344 $3.99 Million
Q4 2020

Jan 28, 2021
BUY
$115.84 - $136.73 $33,825 - $39,925
292 Added 1.13%
26,201 $3.58 Million
Q3 2020

Oct 26, 2020
BUY
$111.27 - $124.26 $49,848 - $55,668
448 Added 1.76%
25,909 $3.06 Million
Q2 2020

Jul 16, 2020
BUY
$94.52 - $125.14 $78,168 - $103,490
827 Added 3.36%
25,461 $2.87 Million
Q1 2020

Apr 16, 2020
BUY
$85.17 - $138.52 $14,649 - $23,825
172 Added 0.7%
24,634 $2.44 Million
Q4 2019

Jan 30, 2020
SELL
$123.85 - $136.67 $19,816 - $21,867
-160 Reduced 0.65%
24,462 $3.34 Million
Q3 2019

Nov 04, 2019
SELL
$127.92 - $130.25 $22,769 - $23,184
-178 Reduced 0.72%
24,622 $3.16 Million
Q2 2019

Jul 24, 2019
BUY
N/A
26 Added 0.1%
24,800 $3.16 Million
Q1 2019

Apr 25, 2019
BUY
N/A
105 Added 0.43%
24,774 $3.06 Million
Q4 2018

Jan 28, 2019
BUY
N/A
63 Added 0.26%
24,669 $2.74 Million
Q3 2018

Oct 22, 2018
SELL
N/A
-25 Reduced 0.1%
24,606 $3.12 Million
Q1 2018

Apr 26, 2018
BUY
N/A
26 Added 0.11%
24,631 $2.96 Million
Q4 2017

Feb 05, 2018
SELL
N/A
-123 Reduced 0.5%
24,605 $3.06 Million
Q3 2017

Nov 01, 2017
BUY
N/A
24,728
24,728 $2.93 Million

Others Institutions Holding IWD

# of Institutions
1,991
Shares Held
265M
Call Options Held
342K
Put Options Held
5.28M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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