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

Sage View Advisory Group, LLC

$2.64 Trillion
Q2 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 8,437 shares of IWM stock, worth $2.07 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

8,437

Previous 5,200 62.25%

Holding current value

$2.07 Million

Previous $1.04 Billion 82.29%

% of portfolio

0.07%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$174.82 - $215.79 $565,892 - $698,512	3,237 Added 62.25%	8,437 $1.89 Billion
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

2,937

Shares Held

304M

Call Options Held

285M

Put Options Held

617M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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