Sage Financial Group Inc Ishares Russell2000 Val ETF Transaction History

Sage Financial Group Inc

$1.24 Billion
Q4 2024

A detailed history of Sage Financial Group Inc transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Sage Financial Group Inc holds 3,001 shares of IWN stock, worth $505,008. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,001

Previous 3,069 2.22%

Holding current value

$505,008

Previous $511,000 3.72%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$162.69 - $181.35 $11,062 - $12,331	-68 Reduced 2.22%	3,001 $492,000
Q3 2024 Oct 29, 2024	SELL	$150.05 - $171.34 $20,556 - $23,473	-137 Reduced 4.27%	3,069 $511,000
Q1 2024 Apr 30, 2024	SELL	$145.61 - $158.81 $728 - $794	-5 Reduced 0.16%	3,206 $509,000
Q4 2023 Jan 18, 2024	BUY	$125.51 - $158.2 $627 - $791	5 Added 0.16%	3,211 $498,000
Q1 2023 Apr 18, 2023	BUY	$130.78 - $156.96 $17,393 - $20,875	133 Added 4.33%	3,206 $439,000
Q4 2022 Jan 31, 2023	BUY	$131.32 - $149.64 $47,275 - $53,870	360 Added 13.27%	3,073 $426,000
Q2 2022 Jul 25, 2022	BUY	$134.47 - $162.71 $364,817 - $441,432	2,713 New	2,713 $369,000

Others Institutions Holding IWN

# of Institutions

1,070

Shares Held

58.8M

Call Options Held

707K

Put Options Held

207K

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About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

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Sage Financial Group Inc Ishares Russell2000 Val ETF Transaction History