Sound View Wealth Advisors Group, LLC Ishares Tr Russell 1000 ETF Transaction History

Sound View Wealth Advisors Group, LLC

$965 Million
Q2 2024

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 9,347 shares of IWB stock, worth $2.93 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

9,347

Previous 8,822 5.95%

Holding current value

$2.93 Million

Previous $2.54 Million 9.45%

% of portfolio

0.29%

Previous 0.27%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	BUY	$272.21 - $298.72 $142,910 - $156,828	525 Added 5.95%	9,347 $2.78 Million
Q1 2024 May 09, 2024	SELL	$257.46 - $288.1 $365,850 - $409,390	-1,421 Reduced 13.87%	8,822 $2.54 Million
Q4 2023 Feb 08, 2024	BUY	$225.16 - $263.17 $107,851 - $126,058	479 Added 4.91%	10,243 $2.69 Million
Q3 2023 Nov 07, 2023	BUY	$234.05 - $252.17 $472,078 - $508,626	2,017 Added 26.04%	9,764 $2.29 Million
Q2 2023 Aug 08, 2023	BUY	$221.85 - $243.74 $133,110 - $146,244	600 Added 8.4%	7,747 $1.89 Million
Q1 2023 May 12, 2023	BUY	$208.78 - $230.55 $277,051 - $305,939	1,327 Added 22.8%	7,147 $1.61 Million
Q4 2022 Feb 08, 2023	BUY	$196.94 - $224.49 $10,240 - $11,673	52 Added 0.9%	5,820 $1.23 Million
Q3 2022 Nov 08, 2022	SELL	$197.33 - $237.63 $39,268 - $47,288	-199 Reduced 3.34%	5,768 $1.14 Million
Q2 2022 Aug 05, 2022	BUY	$201.03 - $253.2 $65,133 - $82,036	324 Added 5.74%	5,967 $1.24 Million
Q1 2022 May 11, 2022	BUY	$230.48 - $266.11 $38,259 - $44,174	166 Added 3.03%	5,643 $1.41 Million
Q4 2021 Jan 20, 2022	BUY	$241.33 - $266.02 $21,961 - $24,207	91 Added 1.69%	5,477 $1.45 Million
Q3 2021 Oct 21, 2021	BUY	$239.32 - $255.42 $71,078 - $75,859	297 Added 5.84%	5,386 $1.3 Million
Q2 2021 Jul 21, 2021	BUY	$226.48 - $242.11 $355,800 - $380,354	1,571 Added 44.66%	5,089 $1.23 Million
Q1 2021 Apr 28, 2021	BUY	$208.89 - $225.24 $102,982 - $111,043	493 Added 16.3%	3,518 $787,000
Q4 2020 Feb 02, 2021	BUY	$182.85 - $211.84 $28,524 - $33,047	156 Added 5.44%	3,025 $641,000
Q3 2020 Nov 09, 2020	SELL	$172.79 - $199.44 $119,397 - $137,813	-691 Reduced 19.41%	2,869 $537,000
Q2 2020 Aug 07, 2020	SELL	$135.3 - $179.75 $16,777 - $22,289	-124 Reduced 3.37%	3,560 $611,000
Q1 2020 May 12, 2020	BUY	$122.99 - $188.06 $4,058 - $6,205	33 Added 0.9%	3,684 $521,000
Q4 2019 Jan 27, 2020	SELL	$159.7 - $178.97 $75,538 - $84,652	-473 Reduced 11.47%	3,651 $651,000
Q3 2019 Nov 07, 2019	SELL	$163.68 - $167.08 $27,825 - $28,403	-170 Reduced 3.96%	4,124 $679,000
Q2 2019 Aug 07, 2019	BUY	N/A	4,294 New	4,294 $699,000

Others Institutions Holding IWB

# of Institutions

1,351

Shares Held

92.9M

Call Options Held

56.9K

Put Options Held

46K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Account

Sound View Wealth Advisors Group, LLC Ishares Tr Russell 1000 ETF Transaction History