A detailed history of Sage Mountain Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 4,086 shares of IWM stock, worth $974,347. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,086
Previous 3,586 13.94%
Holding current value
$974,347
Previous $727,000 24.07%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Oct 29, 2024

BUY
$200.87 - $224.6 $100,435 - $112,300
500 Added 13.94%
4,086 $902,000
Q2 2024

Jul 31, 2024

BUY
$192.84 - $209.44 $165,842 - $180,118
860 Added 31.55%
3,586 $727,000
Q1 2024

Apr 23, 2024

BUY
$189.48 - $210.3 $51,159 - $56,781
270 Added 10.99%
2,726 $573,000
Q4 2023

Feb 01, 2024

BUY
$162.21 - $204.82 $973 - $1,228
6 Added 0.24%
2,456 $492,000
Q3 2023

Oct 25, 2023

BUY
$174.36 - $198.71 $203,129 - $231,497
1,165 Added 90.66%
2,450 $433,000
Q2 2023

Jul 24, 2023

SELL
$170.4 - $187.93 $65,774 - $72,540
-386 Reduced 23.1%
1,285 $240,000
Q1 2023

Apr 25, 2023

BUY
$170.25 - $198.32 $6,810 - $7,932
40 Added 2.45%
1,671 $298,000
Q4 2022

Feb 01, 2023

BUY
$166.81 - $188.05 $83,905 - $94,589
503 Added 44.59%
1,631 $284,000
Q3 2022

Oct 31, 2022

SELL
$164.17 - $201.07 $230,494 - $282,302
-1,404 Reduced 55.45%
1,128 $186,000
Q2 2022

Aug 25, 2022

SELL
$163.9 - $207.91 $458,920 - $582,148
-2,800 Reduced 52.51%
2,532 $429,000
Q2 2022

Aug 01, 2022

BUY
$163.9 - $207.91 $406,308 - $515,408
2,479 Added 86.89%
5,332 $903,000
Q1 2022

Aug 25, 2022

SELL
$191.52 - $225.32 $344,736 - $405,576
-1,800 Reduced 38.68%
2,853 $586,000
Q1 2022

May 10, 2022

SELL
$191.52 - $225.32 $383,997 - $451,766
-2,005 Reduced 30.11%
4,653 $955,000
Q4 2021

Feb 02, 2022

BUY
$212.12 - $242.56 $763,632 - $873,216
3,600 Added 117.72%
6,658 $1.48 Million
Q3 2021

Nov 01, 2021

BUY
$211.73 - $231.39 $380,690 - $416,039
1,798 Added 142.7%
3,058 $669,000
Q2 2021

Jul 22, 2021

SELL
$211.85 - $232.89 $5,931 - $6,520
-28 Reduced 2.17%
1,260 $289,000
Q1 2021

May 10, 2021

BUY
$193.5 - $234.42 $25,542 - $30,943
132 Added 11.42%
1,288 $285,000
Q4 2020

Jan 21, 2021

BUY
$152.18 - $199.14 $175,920 - $230,205
1,156 New
1,156 $227,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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