Sage View Advisory Group, LLC Ishares Tr Russell 200 Growth Transaction History

Sage View Advisory Group, LLC

$2.15 Trillion
Q2 2024

A detailed history of Sage View Advisory Group, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 7,057 shares of IWY stock, worth $1.56 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

7,057

Previous 2,532 178.71%

Holding current value

$1.56 Million

Previous $402 Million 276.56%

% of portfolio

0.07%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$183.56 - $216.15 $830,609 - $978,078	4,525 Added 178.71%	7,057 $1.51 Billion
Q1 2024 May 08, 2024	SELL	$170.38 - $196.82 $775,058 - $895,334	-4,549 Reduced 64.24%	2,532 $402 Million
Q4 2023 Feb 09, 2024	BUY	$149.01 - $175.92 $3,725 - $4,398	25 Added 0.35%	7,081 $1.3 Billion
Q3 2023 Nov 02, 2023	SELL	$152.69 - $164.44 $1,984 - $2,137	-13 Reduced 0.18%	7,056 $1.09 Billion
Q2 2023 Aug 11, 2023	BUY	$136.24 - $158.56 $1,226 - $1,427	9 Added 0.13%	7,069 $1.12 Billion
Q1 2023 May 01, 2023	BUY	$117.74 - $138.93 $1,295 - $1,528	11 Added 0.16%	7,060 $981 Million
Q4 2022 Feb 14, 2023	BUY	$117.55 - $131.34 $828,609 - $925,815	7,049 New	7,049 $850 Million

Others Institutions Holding IWY

# of Institutions

515

Shares Held

52.7M

Call Options Held

Put Options Held

700

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About ISHARES TR RUSSELL 200 GROWTH

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Sage View Advisory Group, LLC Ishares Tr Russell 200 Growth Transaction History