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

Sage Private Wealth Group, LLC

$162 Million
Q3 2025

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 2,285 shares of IWB stock, worth $840,605. This represents 0.51% of its overall portfolio holdings.

Number of Shares

2,285

Previous 1,969 16.05%

Holding current value

$840,605

Previous $668,000 25.0%

% of portfolio

0.51%

Previous 0.43%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$339.37 - $366.46 $107,240 - $115,801	316 Added 16.05%	2,285 $835,000
Q2 2025 Jul 29, 2025	BUY	$272.36 - $339.57 $87,427 - $109,001	321 Added 19.48%	1,969 $668,000
Q1 2025 May 02, 2025	BUY	$302.31 - $337.54 $4,534 - $5,063	15 Added 0.92%	1,648 $505,000
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

# of Institutions

1,619

Shares Held

98.5M

Call Options Held

65.9K

Put Options Held

60.7K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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