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

Sage View Advisory Group, LLC

$2.32 Trillion
Q4 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 5,391 shares of IWM stock, worth $1.16 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,391

Previous 1,765 205.44%

Holding current value

$1.16 Million

Previous $390 Million 205.52%

% of portfolio

0.05%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,935

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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 2000 ETF Transaction History