Sound View Wealth Advisors Group, LLC Ishares Russell 1000 Val ETF 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 Russell 1000 Val ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 9,163 shares of IWD stock, worth $1.76 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
9,163
Previous 9,464 3.18%
Holding current value
$1.76 Million
Previous $1.8 Million 5.57%
% of portfolio
0.14%
Previous 0.15%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$183.23 - $199.79 $55,152 - $60,136
-301 Reduced 3.18%
9,163 $1.7 Million
Q3 2024

Nov 12, 2024
BUY
$173.36 - $189.8 $403,235 - $441,474
2,326 Added 32.59%
9,464 $1.8 Million
Q2 2024

Aug 05, 2024
SELL
$169.4 - $179.05 $36,251 - $38,316
-214 Reduced 2.91%
7,138 $1.25 Million
Q1 2024

May 09, 2024
SELL
$161.84 - $179.11 $105,196 - $116,421
-650 Reduced 8.12%
7,352 $1.32 Million
Q4 2023

Feb 08, 2024
BUY
$143.69 - $165.7 $2,011 - $2,319
14 Added 0.18%
8,002 $1.32 Million
Q3 2023

Nov 07, 2023
BUY
$151.73 - $163.56 $16,538 - $17,828
109 Added 1.38%
7,988 $1.21 Million
Q2 2023

Aug 08, 2023
SELL
$148.55 - $157.83 $39,365 - $41,824
-265 Reduced 3.25%
7,879 $1.24 Million
Q1 2023

May 12, 2023
BUY
$145.2 - $161.56 $117,176 - $130,378
807 Added 11.0%
8,144 $1.24 Million
Q4 2022

Feb 08, 2023
SELL
$136.78 - $158.99 $25,714 - $29,890
-188 Reduced 2.5%
7,337 $1.11 Million
Q3 2022

Nov 08, 2022
BUY
$135.99 - $161.15 $13,599 - $16,115
100 Added 1.35%
7,525 $1.02 Million
Q2 2022

Aug 05, 2022
SELL
$140.99 - $168.41 $37,221 - $44,460
-264 Reduced 3.43%
7,425 $1.08 Million
Q1 2022

May 11, 2022
SELL
$157.15 - $170.51 $21,686 - $23,530
-138 Reduced 1.76%
7,689 $1.28 Million
Q4 2021

Jan 20, 2022
SELL
$157.12 - $168.08 $62,848 - $67,232
-400 Reduced 4.86%
7,827 $1.31 Million
Q3 2021

Oct 21, 2021
BUY
$154.62 - $164.07 $31,387 - $33,306
203 Added 2.53%
8,227 $1.29 Million
Q2 2021

Jul 21, 2021
BUY
$152.86 - $162.4 $211,863 - $225,086
1,386 Added 20.88%
8,024 $1.27 Million
Q1 2021

Apr 28, 2021
BUY
$134.89 - $153.0 $39,252 - $44,523
291 Added 4.58%
6,638 $1.01 Million
Q4 2020

Feb 02, 2021
SELL
$115.84 - $136.73 $71,241 - $84,088
-615 Reduced 8.83%
6,347 $868,000
Q3 2020

Nov 09, 2020
SELL
$111.27 - $124.26 $16,690 - $18,639
-150 Reduced 2.11%
6,962 $822,000
Q2 2020

Aug 07, 2020
SELL
$94.52 - $125.14 $42,534 - $56,313
-450 Reduced 5.95%
7,112 $801,000
Q1 2020

May 12, 2020
SELL
$85.17 - $138.52 $247,674 - $402,816
-2,908 Reduced 27.77%
7,562 $750,000
Q4 2019

Jan 27, 2020
SELL
$123.85 - $136.67 $2,724 - $3,006
-22 Reduced 0.21%
10,470 $1.43 Million
Q3 2019

Nov 07, 2019
SELL
$127.92 - $130.25 $100,161 - $101,985
-783 Reduced 6.94%
10,492 $1.35 Million
Q2 2019

Aug 07, 2019
BUY
N/A
11,275 New
11,275 $1.43 Million

Others Institutions Holding IWD

# of Institutions
1,876
Shares Held
284M
Call Options Held
1.31M
Put Options Held
1.09M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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