Sargent Investment Group, LLC Ishares Russell 3000 ETF Transaction History

Sargent Investment Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$281.67 - $351.0 $92,387 - $115,128	-328 Reduced 11.87%	2,436 $855,000
Q1 2025 May 05, 2025	BUY	$313.1 - $349.83 $623,382 - $696,511	1,991 Added 257.57%	2,764 $877,000
Q4 2024 Jan 27, 2025	SELL	$323.08 - $349.08 $14,538 - $15,708	-45 Reduced 5.5%	773 $258,000
Q3 2024 Nov 06, 2024	BUY	$294.75 - $326.73 $2,358 - $2,613	8 Added 0.99%	818 $267,000
Q2 2024 Aug 09, 2024	BUY	$283.16 - $309.9 $229,359 - $251,018	810 New	810 $250,000

953

26.7M

22K

5.3K

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