Sound View Wealth Advisors Group, LLC Ishares Russell Mid Cap Growth 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 Mid Cap Growth stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 7,830 shares of IWP stock, worth $885,651. This represents 0.08% of its overall portfolio holdings.

Number of Shares

7,830

Previous 7,879 0.62%

Holding current value

$885,651

Previous $924,000 7.36%

% of portfolio

0.08%

Previous 0.08%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$116.4 - $138.52 $5,703 - $6,787	-49 Reduced 0.62%	7,830 $992,000
Q3 2024 Nov 12, 2024	SELL	$103.87 - $117.59 $10,387 - $11,759	-100 Reduced 1.25%	7,879 $924,000
Q1 2024 May 09, 2024	SELL	$100.66 - $114.14 $3,925 - $4,451	-39 Reduced 0.49%	7,979 $910,000
Q4 2023 Feb 08, 2024	SELL	$85.66 - $105.12 $47,541 - $58,341	-555 Reduced 6.47%	8,018 $837,000
Q3 2023 Nov 07, 2023	SELL	$89.97 - $100.32 $400,726 - $446,825	-4,454 Reduced 34.19%	8,573 $783,000
Q2 2023 Aug 08, 2023	SELL	$87.72 - $96.63 $55,000 - $60,587	-627 Reduced 4.59%	13,027 $1.26 Million
Q1 2023 May 12, 2023	BUY	$82.89 - $94.68 $645,464 - $737,273	7,787 Added 132.73%	13,654 $1.24 Million
Q4 2022 Feb 08, 2023	SELL	$77.4 - $89.88 $9,675 - $11,235	-125 Reduced 2.09%	5,867 $490,000
Q3 2022 Nov 08, 2022	SELL	$78.02 - $94.38 $291,794 - $352,981	-3,740 Reduced 38.43%	5,992 $470,000
Q2 2022 Aug 05, 2022	SELL	$75.41 - $102.47 $2,714 - $3,688	-36 Reduced 0.37%	9,732 $771,000
Q1 2022 May 11, 2022	SELL	$89.52 - $114.03 $10,026 - $12,771	-112 Reduced 1.13%	9,768 $982,000
Q4 2021 Jan 20, 2022	SELL	$109.8 - $123.28 $1,866 - $2,095	-17 Reduced 0.17%	9,880 $1.14 Million
Q3 2021 Oct 21, 2021	BUY	$109.39 - $119.47 $3,938 - $4,300	36 Added 0.37%	9,897 $1.11 Million
Q2 2021 Jul 21, 2021	BUY	$99.98 - $113.73 $985,902 - $1.12 Million	9,861 New	9,861 $1.12 Million

Others Institutions Holding IWP

# of Institutions

1,225

Shares Held

116M

Call Options Held

84.8K

Put Options Held

13.5K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Sound View Wealth Advisors Group, LLC Ishares Russell Mid Cap Growth Transaction History