Sage View Advisory Group, LLC Ishares Russell Midcap Value E 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 Midcap Value E stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 17,010 shares of IWS stock, worth $2.2 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
17,010
Previous 3,255
422.58%
Holding current value
$2.2 Million
Previous $1.1 Billion
87.21%
% of portfolio
0.1%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding IWS
# of Institutions
913Shares Held
95.4MCall Options Held
43.6KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.67 Billion5.15% of portfolio
-
Jones Financial Companies Lllp8.29MShares$1.07 Billion1.16% of portfolio
-
Morgan Stanley New York, NY7.93MShares$1.03 Billion0.08% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.62MShares$597 Million1.72% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.15MShares$536 Million1.92% of portfolio