Sage View Advisory Group, LLC Ishares Russell 2000 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 2000 ETF stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 5,200 shares of IWM stock, worth $1.09 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,200
Previous 5,391 3.54%
Holding current value
$1.09 Million
Previous $1.19 Billion 12.93%
% of portfolio
0.04%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 19, 2025
SELL
$198.1 - $229.79 $37,837 - $43,889
-191 Reduced 3.54%
5,200 $1.04 Billion
Q4 2024

Feb 13, 2025
BUY
$216.13 - $242.4 $783,687 - $878,942
3,626 Added 205.44%
5,391 $1.19 Billion
Q3 2024

Nov 14, 2024
SELL
$200.87 - $224.6 $261,532 - $292,429
-1,302 Reduced 42.45%
1,765 $390 Million
Q2 2024

Aug 14, 2024
SELL
$192.84 - $209.44 $255,705 - $277,717
-1,326 Reduced 30.18%
3,067 $622 Million
Q1 2024

May 08, 2024
SELL
$189.48 - $210.3 $698,991 - $775,796
-3,689 Reduced 45.64%
4,393 $551 Million
Q4 2023

Feb 09, 2024
BUY
$162.21 - $204.82 $275,108 - $347,374
1,696 Added 26.56%
8,082 $1.6 Billion
Q3 2023

Nov 02, 2023
SELL
$174.36 - $198.71 $6,625 - $7,550
-38 Reduced 0.59%
6,386 $1.13 Billion
Q2 2023

Aug 11, 2023
BUY
$170.4 - $187.93 $549,710 - $606,262
3,226 Added 100.88%
6,424 $1.2 Billion
Q1 2023

May 01, 2023
SELL
$170.25 - $198.32 $251,799 - $293,315
-1,479 Reduced 31.62%
3,198 $571 Million
Q4 2022

Feb 14, 2023
BUY
$166.81 - $188.05 $780,170 - $879,509
4,677 New
4,677 $816 Million

Others Institutions Holding IWM

# of Institutions
2,858
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
View Full List

About ISHARES RUSSELL 2000 ETF

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