Sage Mountain Advisors LLC Ishares Russell2000 Val ETF Transaction History

Sage Mountain Advisors LLC

  • $1.7 Billion
  • Q3 2025

A detailed history of Sage Mountain Advisors LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 925 shares of IWN stock, worth $161,569. This represents 0.01% of its overall portfolio holdings.

Number of Shares
925
Previous 894 3.47%
Holding current value
$161,569
Previous $141,000 15.6%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$157.1 - $178.94 $4,870 - $5,547
31 Added 3.47%
925 $163,000
Q2 2025

Jul 31, 2025
BUY
$131.84 - $157.76 $24,390 - $29,185
185 Added 26.09%
894 $141,000
Q4 2023

Feb 01, 2024
SELL
$125.51 - $158.2 $878 - $1,107
-7 Reduced 0.98%
709 $110,000
Q3 2023

Oct 25, 2023
BUY
$133.8 - $151.24 $936 - $1,058
7 Added 0.99%
716 $97,000
Q2 2021

Jul 22, 2021
BUY
$156.91 - $173.97 $111,249 - $123,344
709 New
709 $118,000
Q1 2021

May 10, 2021
SELL
$130.0 - $169.53 $1,950 - $2,542
-15 Closed
0 $0
Q4 2020

Jan 21, 2021
BUY
$100.9 - $132.3 $1,513 - $1,984
15 New
15 $2,000

Others Institutions Holding IWN

# of Institutions
1,124
Shares Held
54.4M
Call Options Held
152K
Put Options Held
25.3K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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