Sage Mountain Advisors LLC Ishares Tr Russell 1000 ETF Transaction History

Sage Mountain Advisors LLC

$1.51 Billion
Q2 2025

A detailed history of Sage Mountain Advisors LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 17,827 shares of IWB stock, worth $6.21 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

17,827

Previous 18,012 1.03%

Holding current value

$6.21 Million

Previous $5.53 Million 9.56%

% of portfolio

0.4%

Previous 0.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$272.36 - $339.57 $50,386 - $62,820	-185 Reduced 1.03%	17,827 $6.05 Million
Q1 2025 May 02, 2025	SELL	$302.31 - $337.54 $282,055 - $314,924	-933 Reduced 4.92%	18,012 $5.53 Million
Q2 2024 Jul 31, 2024	BUY	$272.21 - $298.72 $302,697 - $332,176	1,112 Added 6.24%	18,945 $5.64 Million
Q3 2023 Oct 25, 2023	SELL	$234.05 - $252.17 $168,750 - $181,814	-721 Reduced 3.89%	17,833 $4.19 Million
Q1 2023 Apr 25, 2023	SELL	$208.78 - $230.55 $170,573 - $188,359	-817 Reduced 4.22%	18,554 $4.18 Million
Q4 2022 Feb 01, 2023	SELL	$196.94 - $224.49 $19,694 - $22,449	-100 Reduced 0.51%	19,371 $4.08 Million
Q4 2020 Jan 21, 2021	BUY	$182.85 - $211.84 $3.56 Million - $4.12 Million	19,471 New	19,471 $4.13 Million

Others Institutions Holding IWB

# of Institutions

1,530

Shares Held

98M

Call Options Held

66.9K

Put Options Held

199K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

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Sage Mountain Advisors LLC Ishares Tr Russell 1000 ETF Transaction History