Sage Private Wealth Group, LLC Ishares Tr Russell 1000 ETF Transaction History

Sage Private Wealth Group, LLC

  • $75.7 Million
  • Q3 2022

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 75,567 shares of IWB stock, worth $23.7 Million. This represents 19.7% of its overall portfolio holdings.

Number of Shares
75,567
Previous 77,539 2.54%
Holding current value
$23.7 Million
Previous $16.1 Million 7.44%
% of portfolio
19.7%
Previous 23.17%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

# of Institutions
1,339
Shares Held
92.5M
Call Options Held
56.9K
Put Options Held
46.1K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Sage Private Wealth Group, LLC Portfolio

Follow Sage Private Wealth Group, 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 Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage Private Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email