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 18,945 shares of IWB stock, worth $6.28 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
18,945
Previous 18,945 -0.0%
Holding current value
$6.28 Million
Previous $5.64 Million 5.68%
% of portfolio
0.51%
Previous 0.53%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR RUSSELL 1000 ETF


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

Track Sage Mountain Advisors LLC Portfolio

Follow Sage Mountain Advisors LLC 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 Mountain Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage Mountain Advisors LLC with notifications on news.