Sage View Advisory Group, LLC Ishares Russell Mid Cap 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 Russell Mid Cap ETF stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 23,516 shares of IWR stock, worth $2.1 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

23,516

Previous 16,022 46.77%

Holding current value

$2.1 Million

Previous $1.41 Billion 47.2%

% of portfolio

0.09%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$87.25 - $95.52 $653,851 - $715,826	7,494 Added 46.77%	23,516 $2.08 Billion
Q3 2024 Nov 14, 2024	SELL	$79.92 - $88.19 $117,082 - $129,198	-1,465 Reduced 8.38%	16,022 $1.41 Billion
Q2 2024 Aug 14, 2024	BUY	$78.66 - $83.59 $1.28 Million - $1.36 Million	16,242 Added 1304.58%	17,487 $1.42 Billion
Q1 2024 May 08, 2024	SELL	$75.37 - $84.09 $1.21 Million - $1.35 Million	-16,061 Reduced 92.81%	1,245 $223 Million
Q4 2023 Feb 09, 2024	SELL	$64.84 - $78.27 $96,806 - $116,857	-1,493 Reduced 7.94%	17,306 $1.35 Billion
Q3 2023 Nov 02, 2023	SELL	$68.54 - $75.91 $831,664 - $921,091	-12,134 Reduced 39.23%	18,799 $1.3 Billion
Q2 2023 Aug 11, 2023	BUY	$67.49 - $73.03 $839,238 - $908,128	12,435 Added 67.22%	30,933 $2.26 Billion
Q1 2023 May 01, 2023	SELL	$66.27 - $75.04 $319,288 - $361,542	-4,818 Reduced 20.66%	18,498 $1.29 Billion
Q4 2022 Feb 14, 2023	BUY	$62.09 - $71.89 $1.45 Million - $1.68 Million	23,316 New	23,316 $1.57 Billion

Others Institutions Holding IWR

# of Institutions

1,536

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Sage View Advisory Group, LLC Ishares Russell Mid Cap ETF Transaction History