Sage Mountain Advisors LLC Ishares Russell Mid Cap Growth Transaction History

Sage Mountain Advisors LLC

$1.51 Billion
Q2 2025

A detailed history of Sage Mountain Advisors LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 3,564 shares of IWP stock, worth $511,540. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,564

Previous 3,564 -0.0%

Holding current value

$511,540

Previous $418,000 18.18%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$114.9 - $139.6 $327,120 - $397,441	-2,847 Reduced 44.41%	3,564 $418,000
Q4 2024 Feb 07, 2025	BUY	$116.4 - $138.52 $331,507 - $394,504	2,848 Added 79.93%	6,411 $812,000
Q3 2024 Oct 29, 2024	SELL	$103.87 - $117.59 $2,492 - $2,822	-24 Reduced 0.67%	3,563 $417,000
Q2 2024 Jul 31, 2024	BUY	$105.7 - $113.43 $211 - $226	2 Added 0.06%	3,587 $395,000
Q1 2024 Apr 23, 2024	BUY	$100.66 - $114.14 $100 - $114	1 Added 0.03%	3,585 $409,000
Q4 2023 Feb 01, 2024	BUY	$85.66 - $105.12 $428 - $525	5 Added 0.14%	3,584 $374,000
Q2 2023 Jul 24, 2023	SELL	$87.72 - $96.63 $7,280 - $8,020	-83 Reduced 2.27%	3,579 $345,000
Q4 2022 Feb 01, 2023	BUY	$77.4 - $89.88 $51,084 - $59,320	660 Added 21.99%	3,662 $306,000
Q4 2020 Jan 21, 2021	BUY	$86.54 - $104.78 $259,793 - $314,549	3,002 New	3,002 $308,000

Others Institutions Holding IWP

# of Institutions

1,310

Shares Held

117M

Call Options Held

196K

Put Options Held

340K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

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Sage Mountain Advisors LLC Ishares Russell Mid Cap Growth Transaction History