Sage View Advisory Group, LLC Ishares Russell 1000 Val ETF Transaction History

Sage View Advisory Group, LLC

$2.9 Trillion
Q3 2025

A detailed history of Sage View Advisory Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 1,577 shares of IWD stock, worth $322,953. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,577

Previous 1,502 4.99%

Holding current value

$322,953

Previous $298 Million 7.84%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$192.76 - $203.86 $14,457 - $15,289	75 Added 4.99%	1,577 $321 Million
Q2 2025 Aug 13, 2025	BUY	$166.82 - $194.23 $500 - $582	3 Added 0.2%	1,502 $298 Million
Q1 2025 May 19, 2025	BUY	$182.82 - $196.21 $60,879 - $65,337	333 Added 28.56%	1,499 $282 Million
Q3 2024 Nov 14, 2024	SELL	$173.36 - $189.8 $32,591 - $35,682	-188 Reduced 13.88%	1,166 $221 Million
Q2 2024 Aug 14, 2024	SELL	$169.4 - $179.05 $5.78 Million - $6.11 Million	-34,130 Reduced 96.18%	1,354 $236 Million

Q1 2024 May 08, 2024	BUY	$161.84 - $179.11 $5.45 Million - $6.03 Million	33,679 Added 1865.87%	35,484 $1.14 Billion
Q4 2023 Feb 09, 2024	SELL	$143.69 - $165.7 $2,730 - $3,148	-19 Reduced 1.04%	1,805 $302 Million
Q3 2023 Nov 02, 2023	BUY	$151.73 - $163.56 $57,353 - $61,825	378 Added 26.14%	1,824 $277 Million
Q2 2023 Aug 11, 2023	BUY	$148.55 - $157.83 $214,803 - $228,222	1,446 New	1,446 $228 Million

Others Institutions Holding IWD

# of Institutions

2,002

Shares Held

266M

Call Options Held

342K

Put Options Held

5.28M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Sage View Advisory Group, LLC Ishares Russell 1000 Val ETF Transaction History