Sage View Advisory Group, LLC Ishares Russell 1000 Val ETF Transaction History
Sage View Advisory Group, LLC
- $1.98 Trillion
- Q1 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 35,484 shares of IWD stock, worth $6.17 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
35,484
Previous 1,805
1865.87%
Holding current value
$6.17 Million
Previous $302 Million
279.08%
% of portfolio
0.06%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding IWD
# of Institutions
1,638Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.66 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.85 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.7 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.71 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.69 Billion0.16% of portfolio