Sage View Advisory Group, LLC Ishares Tr Russell 200 ETF Transaction History
Sage View Advisory Group, LLC
- $2.15 Trillion
- Q2 2024
A detailed history of Sage View Advisory Group, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 99,901 shares of IWL stock, worth $13.7 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
99,901Holding current value
$13.7 Million% of portfolio
0.62%Shares
6 transactions
Others Institutions Holding IWL
# of Institutions
161Shares Held
7.21MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp927KShares$128 Million13.02% of portfolio
-
Morgan Stanley New York, NY583KShares$80.2 Million0.01% of portfolio
-
Gilbert & Cook, Inc.483KShares$66.4 Million9.56% of portfolio
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Bank Of America Corp Charlotte, NC405KShares$55.7 Million0.0% of portfolio
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Mc Kinley Carter Wealth Services, Inc.394KShares$54.2 Million3.43% of portfolio