A detailed history of Sage Private Wealth Group, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 1,633 shares of IWB stock, worth $548,312. This represents 0.4% of its overall portfolio holdings.

Number of Shares
1,633
Previous 1,639 0.37%
Holding current value
$548,312
Previous $515,000 2.14%
% of portfolio
0.4%
Previous 0.41%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025

SELL
$311.11 - $335.64 $1,866 - $2,013
-6 Reduced 0.37%
1,633 $526,000
Q3 2024

Jan 29, 2025

SELL
$283.28 - $314.39 $139,940 - $155,308
-494 Reduced 23.16%
1,639 $515,000
Q2 2024

Jan 29, 2025

SELL
$272.21 - $298.72 $739,594 - $811,622
-2,717 Reduced 56.02%
2,133 $634,000
Q1 2024

Jan 29, 2025

BUY
$257.46 - $288.1 $1.25 Million - $1.4 Million
4,850 New
4,850 $1.4 Million
Q3 2022

Nov 08, 2022

SELL
$197.33 - $237.63 $389,134 - $468,606
-1,972 Reduced 2.54%
75,567 $14.9 Million
Q2 2022

Aug 01, 2022

SELL
$201.03 - $253.2 $595,852 - $750,484
-2,964 Reduced 3.68%
77,539 $16.1 Million
Q1 2022

May 13, 2022

SELL
$230.48 - $266.11 $569,516 - $657,557
-2,471 Reduced 2.98%
80,503 $20.1 Million
Q4 2021

Jan 24, 2022

SELL
$241.33 - $266.02 $431,015 - $475,111
-1,786 Reduced 2.11%
82,974 $21.9 Million
Q3 2021

Nov 02, 2021

BUY
$239.32 - $255.42 $63,898 - $68,197
267 Added 0.32%
84,760 $20.5 Million
Q2 2021

Aug 16, 2021

BUY
$226.48 - $242.11 $105,086 - $112,339
464 Added 0.55%
84,493 $20.5 Million
Q1 2021

May 18, 2021

BUY
$208.89 - $225.24 $1.16 Million - $1.25 Million
5,563 Added 7.09%
84,029 $18.8 Million
Q4 2020

Mar 02, 2021

BUY
$182.85 - $211.84 $14.3 Million - $16.6 Million
78,466 New
78,466 $16.6 Million

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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