Sage View Advisory Group, LLC Ishares Russell 2000 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 Russell 2000 ETF stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 3,067 shares of IWM stock, worth $671,151. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,067

Previous 4,393 30.18%

Holding current value

$671,151

Previous $551 Million 13.0%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,544

Shares Held

293M

Call Options Held

232M

Put Options Held

363M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Sage View Advisory Group, LLC Ishares Russell 2000 ETF Transaction History