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

Sage View Advisory Group, LLC

$2.35 Trillion
Q1 2025

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 1,499 shares of IWD stock, worth $282,276. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,499

Previous 1,166 28.56%

Holding current value

$282,276

Previous $216 Million 30.6%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	BUY	$182.82 - $196.21 $60,879 - $65,337	333 Added 28.56%	1,499 $282 Million
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

1,907

Shares Held

279M

Call Options Held

617K

Put Options Held

5.88M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Account

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