Sage Mountain Advisors LLC Ishares Russell 3000 ETF Transaction History

Sage Mountain Advisors LLC

  • $1.16 Billion
  • Q3 2024

A detailed history of Sage Mountain Advisors LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 3,053 shares of IWV stock, worth $1.05 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,053
Previous 2,328 31.14%
Holding current value
$1.05 Million
Previous $718,000 38.86%
% of portfolio
0.09%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
BUY
$294.75 - $326.73 $213,693 - $236,879
725 Added 31.14%
3,053 $997,000
Q3 2023

Oct 25, 2023
SELL
$243.9 - $263.56 $129,754 - $140,213
-532 Reduced 18.6%
2,328 $570,000
Q1 2022

May 10, 2022
BUY
$242.02 - $279.09 $25,412 - $29,304
105 Added 3.81%
2,860 $750,000
Q1 2021

May 10, 2021
BUY
$220.59 - $239.53 $607,725 - $659,905
2,755 New
2,755 $654,000

Others Institutions Holding IWV

# of Institutions
866
Shares Held
26.4M
Call Options Held
11.9K
Put Options Held
2.9K
View Full List

About ISHARES RUSSELL 3000 ETF

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