Sound View Wealth Advisors Group, LLC Ishares Russell Mid Cap ETF Transaction History

Sound View Wealth Advisors Group, LLC

  • $1.21 Billion
  • Q3 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 63,229 shares of IWR stock, worth $5.86 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
63,229
Previous 55,380 14.17%
Holding current value
$5.86 Million
Previous $4.49 Million 24.12%
% of portfolio
0.46%
Previous 0.47%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$79.92 - $88.19 $627,292 - $692,203
7,849 Added 14.17%
63,229 $5.57 Million
Q2 2024

Aug 05, 2024
BUY
$78.66 - $83.59 $42,397 - $45,055
539 Added 0.98%
55,380 $4.49 Million
Q1 2024

May 09, 2024
SELL
$75.37 - $84.09 $179,154 - $199,881
-2,377 Reduced 4.15%
54,841 $4.61 Million
Q4 2023

Feb 08, 2024
BUY
$64.84 - $78.27 $195,816 - $236,375
3,020 Added 5.57%
57,218 $4.45 Million
Q3 2023

Nov 07, 2023
BUY
$68.54 - $75.91 $205,620 - $227,730
3,000 Added 5.86%
54,198 $3.75 Million
Q2 2023

Aug 08, 2023
SELL
$67.49 - $73.03 $7,356 - $7,960
-109 Reduced 0.21%
51,198 $3.74 Million
Q1 2023

May 12, 2023
BUY
$66.27 - $75.04 $1.44 Million - $1.63 Million
21,782 Added 73.77%
51,307 $3.59 Million
Q4 2022

Feb 08, 2023
SELL
$62.09 - $71.89 $248,608 - $287,847
-4,004 Reduced 11.94%
29,525 $1.99 Million
Q3 2022

Nov 08, 2022
BUY
$62.15 - $74.82 $43,629 - $52,523
702 Added 2.14%
33,529 $2.08 Million
Q2 2022

Aug 05, 2022
SELL
$62.75 - $78.76 $458,890 - $575,971
-7,313 Reduced 18.22%
32,827 $2.12 Million
Q1 2022

May 11, 2022
BUY
$72.29 - $82.89 $23,855 - $27,353
330 Added 0.83%
40,140 $3.13 Million
Q4 2021

Jan 20, 2022
BUY
$78.41 - $85.28 $496,021 - $539,481
6,326 Added 18.89%
39,810 $3.31 Million
Q3 2021

Oct 21, 2021
BUY
$76.44 - $82.59 $352,464 - $380,822
4,611 Added 15.97%
33,484 $2.62 Million
Q2 2021

Jul 21, 2021
BUY
$74.82 - $79.61 $1.63 Million - $1.73 Million
21,773 Added 306.66%
28,873 $2.29 Million
Q2 2020

Aug 07, 2020
BUY
$40.64 - $57.63 $288,544 - $409,173
7,100 New
7,100 $381,000

Others Institutions Holding IWR

# of Institutions
1,437
Shares Held
340M
Call Options Held
130K
Put Options Held
26.6K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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