Sound View Wealth Advisors Group, LLC Ishares Tr Dow Jones Us Medica Transaction History

Sound View Wealth Advisors Group, LLC

$1.23 Billion
Q4 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 7,516 shares of IHI stock, worth $479,370. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,516

Previous 5,936 26.62%

Holding current value

$479,370

Previous $351,000 24.79%

% of portfolio

0.04%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$57.38 - $61.11 $90,660 - $96,553	1,580 Added 26.62%	7,516 $438,000
Q3 2024 Nov 12, 2024	BUY	$54.38 - $59.77 $18,706 - $20,560	344 Added 6.15%	5,936 $351,000
Q2 2024 Aug 05, 2024	BUY	$54.36 - $57.86 $2,446 - $2,603	45 Added 0.81%	5,592 $313,000
Q1 2024 May 09, 2024	SELL	$52.72 - $58.68 $81,610 - $90,836	-1,548 Reduced 21.82%	5,547 $324,000
Q4 2023 Feb 08, 2024	BUY	$44.46 - $54.12 $72,647 - $88,432	1,634 Added 29.92%	7,095 $382,000
Q3 2023 Nov 07, 2023	SELL	$48.19 - $57.76 $35,949 - $43,088	-746 Reduced 12.02%	5,461 $264,000
Q2 2023 Aug 08, 2023	BUY	$52.68 - $57.17 $4,951 - $5,373	94 Added 1.54%	6,207 $350,000
Q1 2023 May 12, 2023	BUY	$50.46 - $56.06 $308,461 - $342,694	6,113 New	6,113 $329,000

Others Institutions Holding IHI

# of Institutions

637

Shares Held

30.6M

Call Options Held

365K

Put Options Held

783K

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About ISHARES TR DOW JONES US MEDICA

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Sound View Wealth Advisors Group, LLC Ishares Tr Dow Jones Us Medica Transaction History