A detailed history of Sage Mountain Advisors LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 336 shares of IWS stock, worth $45,114. This represents 0.0% of its overall portfolio holdings.

Number of Shares
336
Previous 438 23.29%
Holding current value
$45,114
Previous $54,000 25.93%
% of portfolio
0.0%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

SELL
$117.31 - $125.13 $11,965 - $12,763
-102 Reduced 23.29%
336 $40,000
Q1 2024

Apr 23, 2024

BUY
$112.43 - $125.33 $11,467 - $12,783
102 Added 30.36%
438 $54,000
Q4 2022

Feb 01, 2023

BUY
$96.57 - $111.69 $30,419 - $35,182
315 Added 1500.0%
336 $35,000
Q4 2020

Jan 21, 2021

BUY
$80.93 - $96.96 $1,699 - $2,036
21 New
21 $2,000

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
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