Sage Financial Management Group, Inc. Ishares Russell Mid Cap ETF Transaction History

Sage Financial Management Group, Inc.

$276 Million
Q1 2025

A detailed history of Sage Financial Management Group, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 3,573 shares of IWR stock, worth $292,021. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,573

Previous 4,059 11.97%

Holding current value

$292,021

Previous $359,000 15.32%

% of portfolio

0.11%

Previous 0.13%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$82.81 - $92.93 $40,245 - $45,163	-486 Reduced 11.97%	3,573 $304,000
Q3 2024 Oct 17, 2024	BUY	$79.92 - $88.19 $324,395 - $357,963	4,059 New	4,059 $358,000
Q1 2024 May 01, 2024	SELL	$75.37 - $84.09 $70,923 - $79,128	-941 Reduced 16.27%	4,843 $407,000
Q3 2023 Oct 12, 2023	BUY	$68.54 - $75.91 $396,435 - $439,063	5,784 New	5,784 $401,000
Q1 2023 May 01, 2023	SELL	$66.27 - $75.04 $25,050 - $28,365	-378 Reduced 6.17%	5,745 $402,000
Q4 2022 Jan 20, 2023	BUY	$62.09 - $71.89 $23,470 - $27,174	378 Added 6.58%	6,123 $413,000
Q3 2022 Oct 24, 2022	SELL	$62.15 - $74.82 $23,492 - $28,281	-378 Reduced 6.17%	5,745 $357,000
Q1 2022 Apr 28, 2022	BUY	$72.29 - $82.89 $27,325 - $31,332	378 Added 6.58%	6,123 $478,000
Q4 2021 Feb 08, 2022	BUY	$78.41 - $85.28 $450,465 - $489,933	5,745 New	5,745 $477,000
Q3 2021 Oct 26, 2021	SELL	$76.44 - $82.59 $468,042 - $505,698	-6,123 Closed	0 $0
Q2 2021 Aug 03, 2021	SELL	$74.82 - $79.61 $3,740 - $3,980	-50 Reduced 0.81%	6,123 $485,000
Q1 2021 May 11, 2021	BUY	$67.45 - $75.68 $412,861 - $463,237	6,121 Added 11771.15%	6,173 $456,000
Q4 2020 Feb 08, 2021	SELL	$57.75 - $68.61 $411,988 - $489,463	-7,134 Reduced 99.28%	52 $493,000
Q4 2020 Feb 08, 2021	BUY	$57.75 - $68.61 $414,991 - $493,031	7,186 New	7,186 $493,000

Others Institutions Holding IWR

# of Institutions

1,529

Shares Held

369M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Sage Financial Management Group, Inc. Ishares Russell Mid Cap ETF Transaction History