Sage View Advisory Group, LLC Ishares Tr Russell 200 ETF Transaction History

Sage View Advisory Group, LLC

$2.32 Trillion
Q4 2024

A detailed history of Sage View Advisory Group, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 84,774 shares of IWL stock, worth $12.6 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

84,774

Previous 89,404 5.18%

Holding current value

$12.6 Million

Previous $12.6 Billion 2.3%

% of portfolio

0.53%

Previous 0.64%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$138.92 - $149.97 $643,199 - $694,361	-4,630 Reduced 5.18%	84,774 $12.3 Billion
Q3 2024 Nov 14, 2024	SELL	$126.32 - $140.44 $1.33 Million - $1.47 Million	-10,497 Reduced 10.51%	89,404 $12.6 Billion
Q2 2024 Aug 14, 2024	BUY	$120.51 - $134.58 $12 Million - $13.4 Million	99,901 New	99,901 $13.4 Billion
Q4 2023 Feb 09, 2024	SELL	$99.76 - $115.49 $1.73 Million - $2 Million	-17,299 Reduced 13.35%	112,318 $13.4 Billion
Q3 2023 Nov 02, 2023	SELL	$103.05 - $110.14 $256,800 - $274,468	-2,492 Reduced 1.89%	129,617 $13.4 Billion
Q2 2023 Aug 11, 2023	SELL	$96.37 - $106.64 $413,909 - $458,018	-4,295 Reduced 3.15%	132,109 $14.1 Billion
Q1 2023 May 01, 2023	SELL	$89.07 - $98.04 $47,385 - $52,157	-532 Reduced 0.39%	136,404 $13.3 Billion
Q4 2022 Feb 14, 2023	BUY	$84.55 - $96.02 $11.6 Million - $13.1 Million	136,936 New	136,936 $12.3 Billion

Others Institutions Holding IWL

# of Institutions

199

Shares Held

8.08M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 200 ETF

Ticker IWL
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Sage View Advisory Group, LLC Ishares Tr Russell 200 ETF Transaction History