Sound View Wealth Advisors Group, LLC Ishares Russell 1000 Gr 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 Gr ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 22,213 shares of IWF stock, worth $8.2 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

22,213

Previous 22,590 1.67%

Holding current value

$8.2 Million

Previous $8.48 Million 5.2%

% of portfolio

0.73%

Previous 0.7%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$370.24 - $418.94 $139,580 - $157,940	-377 Reduced 1.67%	22,213 $8.92 Million
Q3 2024 Nov 12, 2024	BUY	$332.02 - $382.76 $1.22 Million - $1.4 Million	3,666 Added 19.37%	22,590 $8.48 Million
Q2 2024 Aug 05, 2024	SELL	$316.15 - $367.33 $523,860 - $608,665	-1,657 Reduced 8.05%	18,924 $6.9 Million
Q1 2024 May 09, 2024	SELL	$294.43 - $339.01 $744,613 - $857,356	-2,529 Reduced 10.94%	20,581 $6.94 Million
Q4 2023 Feb 08, 2024	SELL	$256.94 - $304.21 $162,899 - $192,869	-634 Reduced 2.67%	23,110 $7.01 Million
Q3 2023 Nov 07, 2023	BUY	$263.8 - $285.38 $376,442 - $407,237	1,427 Added 6.39%	23,744 $6.32 Million
Q2 2023 Aug 08, 2023	SELL	$239.31 - $275.18 $227,344 - $261,421	-950 Reduced 4.08%	22,317 $6.14 Million
Q1 2023 May 12, 2023	BUY	$209.92 - $244.33 $1.4 Million - $1.64 Million	6,693 Added 40.38%	23,267 $5.68 Million
Q4 2022 Feb 08, 2023	SELL	$207.03 - $232.89 $42,234 - $47,509	-204 Reduced 1.22%	16,574 $3.55 Million
Q3 2022 Nov 08, 2022	SELL	$210.4 - $257.47 $28,614 - $35,015	-136 Reduced 0.8%	16,778 $3.53 Million
Q2 2022 Aug 05, 2022	SELL	$209.9 - $283.21 $47,437 - $64,005	-226 Reduced 1.32%	16,914 $3.7 Million
Q1 2022 May 11, 2022	SELL	$246.62 - $307.78 $103,827 - $129,575	-421 Reduced 2.4%	17,140 $4.76 Million
Q4 2021 Jan 20, 2022	SELL	$270.99 - $309.52 $75,606 - $86,356	-279 Reduced 1.56%	17,561 $5.37 Million
Q3 2021 Oct 21, 2021	BUY	$272.07 - $292.68 $78,084 - $83,999	287 Added 1.64%	17,840 $4.89 Million
Q2 2021 Jul 21, 2021	SELL	$244.58 - $272.16 $393,773 - $438,177	-1,610 Reduced 8.4%	17,553 $4.77 Million
Q1 2021 Apr 28, 2021	SELL	$230.04 - $254.69 $203,815 - $225,655	-886 Reduced 4.42%	19,163 $4.66 Million
Q4 2020 Feb 02, 2021	SELL	$209.58 - $241.25 $120,089 - $138,236	-573 Reduced 2.78%	20,049 $4.84 Million
Q3 2020 Nov 09, 2020	SELL	$194.64 - $233.83 $103,159 - $123,929	-530 Reduced 2.51%	20,622 $4.47 Million
Q2 2020 Aug 07, 2020	SELL	$144.16 - $193.61 $133,059 - $178,702	-923 Reduced 4.18%	21,152 $4.06 Million
Q1 2020 May 12, 2020	BUY	$131.63 - $192.29 $336,577 - $491,685	2,557 Added 13.1%	22,075 $3.33 Million
Q4 2019 Jan 27, 2020	BUY	$155.29 - $176.84 $111,342 - $126,794	717 Added 3.81%	19,518 $3.43 Million
Q3 2019 Nov 07, 2019	SELL	$158.47 - $162.55 $93,021 - $95,416	-587 Reduced 3.03%	18,801 $3 Million
Q2 2019 Aug 07, 2019	BUY	N/A	19,388 New	19,388 $3.05 Million

Others Institutions Holding IWF

# of Institutions

2,461

Shares Held

210M

Call Options Held

404K

Put Options Held

131K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
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Sound View Wealth Advisors Group, LLC Ishares Russell 1000 Gr ETF Transaction History