Sage Mountain Advisors LLC Ishares S&P 500 Growth ETF Transaction History

Sage Mountain Advisors LLC

$1.16 Billion
Q3 2024

A detailed history of Sage Mountain Advisors LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 10,009 shares of IVW stock, worth $1.02 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

10,009

Previous 6,168 62.27%

Holding current value

$1.02 Million

Previous $570,000 68.07%

% of portfolio

0.08%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$84.77 - $97.13 $325,601 - $373,076	3,841 Added 62.27%	10,009 $958,000
Q2 2024 Jul 31, 2024	BUY	$79.31 - $93.31 $70,110 - $82,486	884 Added 16.73%	6,168 $570,000
Q4 2023 Feb 01, 2024	BUY	$65.78 - $75.4 $723 - $829	11 Added 0.21%	5,284 $396,000
Q3 2023 Oct 25, 2023	BUY	$68.05 - $72.66 $98,060 - $104,703	1,441 Added 37.6%	5,273 $360,000
Q4 2022 Feb 01, 2023	BUY	$56.73 - $63.56 $5,219 - $5,847	92 Added 2.46%	3,832 $224,000
Q4 2020 Jan 21, 2021	BUY	$56.17 - $63.82 $210,075 - $238,686	3,740 New	3,740 $239,000

Others Institutions Holding IVW

# of Institutions

1,824

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Sage Mountain Advisors LLC Ishares S&P 500 Growth ETF Transaction History