Sage Mountain Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Sage Mountain Advisors LLC

  • $1.33 Billion
  • Q1 2025

A detailed history of Sage Mountain Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 4,783 shares of IWD stock, worth $900,686. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,783
Previous 2,303 107.69%
Holding current value
$900,686
Previous $426,000 111.03%
% of portfolio
0.07%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$182.82 - $196.21 $453,393 - $486,600
2,480 Added 107.69%
4,783 $899,000
Q4 2024

Feb 07, 2025
SELL
$183.23 - $199.79 $1,832 - $1,997
-10 Reduced 0.43%
2,303 $426,000
Q3 2024

Oct 29, 2024
BUY
$173.36 - $189.8 $1,733 - $1,898
10 Added 0.43%
2,313 $439,000
Q2 2023

Jul 24, 2023
SELL
$148.55 - $157.83 $8,318 - $8,838
-56 Reduced 2.37%
2,303 $363,000
Q1 2023

Apr 25, 2023
BUY
$145.2 - $161.56 $8,131 - $9,047
56 Added 2.43%
2,359 $359,000
Q4 2022

Feb 01, 2023
BUY
$136.78 - $158.99 $169,333 - $196,829
1,238 Added 116.24%
2,303 $349,000
Q2 2022

Aug 01, 2022
SELL
$140.99 - $168.41 $12,125 - $14,483
-86 Reduced 7.47%
1,065 $154,000
Q1 2022

May 10, 2022
BUY
$157.15 - $170.51 $13,514 - $14,663
86 Added 8.08%
1,151 $191,000
Q2 2021

Jul 22, 2021
BUY
$152.86 - $162.4 $54,265 - $57,652
355 Added 50.0%
1,065 $169,000
Q1 2021

May 10, 2021
BUY
$134.89 - $153.0 $95,771 - $108,630
710 New
710 $108,000

Others Institutions Holding IWD

# of Institutions
1,907
Shares Held
279M
Call Options Held
617K
Put Options Held
5.88M
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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