A detailed history of Sage Mountain Advisors LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 709 shares of IWN stock, worth $125,351. This represents 0.01% of its overall portfolio holdings.

Number of Shares
709
Previous 709 -0.0%
Holding current value
$125,351
Previous $107,000 10.28%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 01, 2024

SELL
$125.51 - $158.2 $878 - $1,107
-7 Reduced 0.98%
709 $110,000
Q3 2023

Oct 25, 2023

BUY
$133.8 - $151.24 $936 - $1,058
7 Added 0.99%
716 $97,000
Q2 2021

Jul 22, 2021

BUY
$156.91 - $173.97 $111,249 - $123,344
709 New
709 $118,000
Q1 2021

May 10, 2021

SELL
$130.0 - $169.53 $1,950 - $2,542
-15 Closed
0 $0
Q4 2020

Jan 21, 2021

BUY
$100.9 - $132.3 $1,513 - $1,984
15 New
15 $2,000

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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.