A detailed history of Sage Financial Group Inc transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Sage Financial Group Inc holds 1,191 shares of IWO stock, worth $372,401. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,191
Previous 1,186 0.42%
Holding current value
$372,401
Previous $311,000 8.68%
% of portfolio
0.03%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$256.4 - $289.78 $1,282 - $1,448
5 Added 0.42%
1,191 $338,000
Q1 2024

Apr 30, 2024

SELL
$239.5 - $270.8 $26,345 - $29,788
-110 Reduced 8.49%
1,186 $321,000
Q4 2023

Jan 18, 2024

BUY
$204.07 - $257.57 $5,713 - $7,211
28 Added 2.21%
1,296 $326,000
Q3 2023

Oct 12, 2023

BUY
$221.24 - $254.04 $2,212 - $2,540
10 Added 0.79%
1,268 $284,000
Q2 2023

Jul 27, 2023

SELL
$219.8 - $242.66 $65,500 - $72,312
-298 Reduced 19.15%
1,258 $305,000
Q1 2023

Apr 18, 2023

BUY
$212.51 - $245.01 $47,814 - $55,127
225 Added 16.9%
1,556 $352,000
Q4 2022

Jan 31, 2023

BUY
$205.84 - $231.03 $9,262 - $10,396
45 Added 3.5%
1,331 $285,000
Q2 2022

Jul 25, 2022

BUY
$194.2 - $261.13 $249,741 - $335,813
1,286 New
1,286 $265,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Sage Financial Group Inc Portfolio

Follow Sage Financial Group Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Financial Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on Sage Financial Group Inc with notifications on news.