Sage Mountain Advisors LLC Ishares Russell 2000 Gwt ETF Transaction History

Sage Mountain Advisors LLC

$1.7 Billion
Q3 2025

A detailed history of Sage Mountain Advisors LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 253 shares of IWO stock, worth $82,951. This represents 0.0% of its overall portfolio holdings.

Number of Shares

253

Previous 263 3.8%

Holding current value

$82,951

Previous $75,000 6.67%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$284.45 - $324.95 $2,844 - $3,249	-10 Reduced 3.8%	253 $80,000
Q2 2025 Jul 31, 2025	BUY	$224.16 - $285.86 $23,760 - $30,301	106 Added 67.52%	263 $75,000
Q1 2025 May 02, 2025	SELL	$254.58 - $302.92 $3,818 - $4,543	-15 Reduced 8.72%	157 $40,000
Q2 2024 Jul 31, 2024	SELL	$245.29 - $268.7 $6,622 - $7,254	-27 Reduced 13.57%	172 $45,000
Q1 2024 Apr 23, 2024	BUY	$239.5 - $270.8 $239 - $270	1 Added 0.51%	199 $53,000
Q2 2023 Jul 24, 2023	SELL	$219.8 - $242.66 $7,473 - $8,250	-34 Reduced 14.66%	198 $48,000
Q4 2022 Feb 01, 2023	BUY	$205.84 - $231.03 $16,467 - $18,482	80 Added 52.63%	232 $49,000
Q4 2020 Jan 21, 2021	BUY	$223.17 - $294.86 $33,921 - $44,818	152 New	152 $44,000

Others Institutions Holding IWO

# of Institutions

1,131

Shares Held

33.3M

Call Options Held

45.7K

Put Options Held

26.2K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

More about IWO

Track This Portfolio

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.

Account

Sage Mountain Advisors LLC Ishares Russell 2000 Gwt ETF Transaction History