Sage View Advisory Group, LLC Ishares Russell Midcap Value E 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 Midcap Value E stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 10,398 shares of IWS stock, worth $1.43 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,398
Previous 10,569
1.62%
Holding current value
$1.43 Million
Previous $1.44 Billion
0.61%
% of portfolio
0.05%
Previous 0.05%
Shares
11 transactions
Others Institutions Holding IWS
# of Institutions
1,061Shares Held
93.6MCall Options Held
17.5KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.78 Billion5.15% of portfolio
-
Jones Financial Companies Lllp10MShares$1.39 Billion0.96% of portfolio
-
Morgan Stanley New York, NY8.25MShares$1.14 Billion0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA3.75MShares$517 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC3.68MShares$507 Million0.04% of portfolio