Sound View Wealth Advisors Group, LLC Ishares Tr Russell 1000 ETF Transaction History
Sound View Wealth Advisors Group, LLC
- $1.43 Billion
- Q3 2025
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 14,590 shares of IWB stock, worth $5.37 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
14,590
Previous 14,455
0.93%
Holding current value
$5.37 Million
Previous $4.91 Million
8.64%
% of portfolio
0.37%
Previous 0.37%
Shares
26 transactions
Others Institutions Holding IWB
# of Institutions
1,622Shares Held
98.5MCall Options Held
65.9KPut Options Held
60.7K-
Jones Financial Companies Lllp11.3MShares$4.14 Billion2.82% of portfolio
-
Bank Of America Corp Charlotte, NC4.41MShares$1.62 Billion0.11% of portfolio
-
Envestnet Asset Management Inc4.18MShares$1.54 Billion0.47% of portfolio
-
Morgan Stanley New York, NY3MShares$1.1 Billion0.07% of portfolio
-
M&T Bank Corp2.83MShares$1.04 Billion3.58% of portfolio