Sage View Advisory Group, LLC Ishares Tr Russell 200 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 Tr Russell 200 ETF stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 37,926 shares of IWL stock, worth $6.38 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
37,926
Previous 37,925
-0.0%
Holding current value
$6.38 Million
Previous $5.98 Billion
5.27%
% of portfolio
0.22%
Previous 0.23%
Shares
11 transactions
Others Institutions Holding IWL
# of Institutions
226Shares Held
8.49MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY683KShares$115 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC622KShares$105 Million0.01% of portfolio
-
Tompkins Financial Corp571KShares$96 Million7.65% of portfolio
-
Gilbert & Cook, Inc.509KShares$85.6 Million11.07% of portfolio
-
Richmond Investment Services, LLC Mequon, WI386KShares$64.9 Million11.93% of portfolio