Sage View Advisory Group, LLC Ishares Russell 1000 Val ETF Transaction History

Sage View Advisory Group, LLC

  • $1.97 Trillion
  • Q3 2024

A detailed history of Sage View Advisory Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 1,166 shares of IWD stock, worth $225,294. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,166
Previous 1,354 13.88%
Holding current value
$225,294
Previous $236 Million 6.35%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$173.36 - $189.8 $32,591 - $35,682
-188 Reduced 13.88%
1,166 $221 Million
Q2 2024

Aug 14, 2024
SELL
$169.4 - $179.05 $5.78 Million - $6.11 Million
-34,130 Reduced 96.18%
1,354 $236 Million
Q1 2024

May 08, 2024
BUY
$161.84 - $179.11 $5.45 Million - $6.03 Million
33,679 Added 1865.87%
35,484 $1.14 Billion
Q4 2023

Feb 09, 2024
SELL
$143.69 - $165.7 $2,730 - $3,148
-19 Reduced 1.04%
1,805 $302 Million
Q3 2023

Nov 02, 2023
BUY
$151.73 - $163.56 $57,353 - $61,825
378 Added 26.14%
1,824 $277 Million
Q2 2023

Aug 11, 2023
BUY
$148.55 - $157.83 $214,803 - $228,222
1,446 New
1,446 $228 Million

Others Institutions Holding IWD

# of Institutions
1,795
Shares Held
261M
Call Options Held
606K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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