Sound View Wealth Advisors Group, LLC Ishares S&P 500 Growth ETF Transaction History

Sound View Wealth Advisors Group, LLC

$1.47 Billion
Q4 2025

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 13,854 shares of IVW stock, worth $1.68 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

13,854

Previous 13,854 -0.0%

Holding current value

$1.68 Million

Previous $1.67 Million 0.24%

% of portfolio

0.11%

Previous 0.12%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$82.96 - $110.1 $82 - $110	1 Added 0.01%	13,854 $1.53 Million
Q1 2025 May 08, 2025	SELL	$92.45 - $106.69 $7,211 - $8,321	-78 Reduced 0.56%	13,853 $1.29 Million
Q4 2024 Feb 07, 2025	BUY	$94.43 - $105.47 $87,347 - $97,559	925 Added 7.11%	13,931 $1.41 Million
Q3 2024 Nov 12, 2024	BUY	$84.77 - $97.13 $127,155 - $145,695	1,500 Added 13.04%	13,006 $1.25 Million
Q4 2023 Feb 08, 2024	SELL	$65.78 - $75.4 $91,828 - $105,258	-1,396 Reduced 10.82%	11,506 $864,000

Q3 2023 Nov 07, 2023	BUY	$68.05 - $72.66 $94,997 - $101,433	1,396 Added 12.13%	12,902 $882,000
Q2 2023 Aug 08, 2023	BUY	$63.21 - $70.48 $78,253 - $87,254	1,238 Added 12.06%	11,506 $810,000
Q1 2023 May 12, 2023	BUY	$57.25 - $63.89 $330,046 - $368,325	5,765 Added 128.03%	10,268 $656,000
Q4 2022 Feb 08, 2023	SELL	$56.73 - $63.56 $2,439 - $2,733	-43 Reduced 0.95%	4,503 $263,000
Q2 2022 Aug 05, 2022	SELL	$58.13 - $77.8 $9,242 - $12,370	-159 Reduced 3.38%	4,546 $274,000
Q1 2022 May 11, 2022	BUY	$68.33 - $84.32 $6,764 - $8,347	99 Added 2.15%	4,705 $359,000
Q4 2021 Jan 20, 2022	SELL	$73.18 - $84.81 $588,367 - $681,872	-8,040 Reduced 63.58%	4,606 $385,000
Q3 2021 Oct 21, 2021	BUY	$72.99 - $79.0 $923,031 - $999,034	12,646 New	12,646 $935,000

Others Institutions Holding IVW

# of Institutions

2,179

Shares Held

420M

Call Options Held

212K

Put Options Held

158K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

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Sound View Wealth Advisors Group, LLC Ishares S&P 500 Growth ETF Transaction History