Sage Private Wealth Group, LLC Ishares Russell2000 Val 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 Russell2000 Val ETF stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 3,083 shares of IWN stock, worth $508,263. This represents 0.53% of its overall portfolio holdings.
Number of Shares
3,083
Previous 3,457
10.82%
Holding current value
$508,263
Previous $471,000
15.5%
% of portfolio
0.53%
Previous 0.68%
Shares
7 transactions
Others Institutions Holding IWN
# of Institutions
999Shares Held
59.4MCall Options Held
280KPut Options Held
140K-
Bank Of America Corp Charlotte, NC6.67MShares$1.1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.91MShares$810 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.63MShares$434 Million1.24% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$412 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.48MShares$408 Million0.44% of portfolio