Sage View Advisory Group, LLC Ishares Russell Midcap Value E 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 Midcap Value E stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 10,569 shares of IWS stock, worth $1.45 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,569
Previous 15,358
31.18%
Holding current value
$1.45 Million
Previous $1.93 Billion
25.38%
% of portfolio
0.05%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding IWS
# of Institutions
1,053Shares Held
93.5MCall Options Held
14.6KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.78 Billion5.15% of portfolio
-
Jones Financial Companies Lllp10.8MShares$1.48 Billion1.09% of portfolio
-
Morgan Stanley New York, NY8.16MShares$1.12 Billion0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA3.8MShares$522 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$516 Million0.04% of portfolio