Sound View Wealth Advisors Group, LLC Ishares Russell Midcap Value E Transaction History

Sound View Wealth Advisors Group, LLC

  • $1.47 Billion
  • Q4 2025

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 7,253 shares of IWS stock, worth $999,826. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,253
Previous 7,253 -0.0%
Holding current value
$999,826
Previous $1.01 Million 1.38%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Feb 07, 2025
BUY
$128.08 - $140.32 $26,896 - $29,467
210 Added 2.98%
7,253 $938,000
Q3 2024

Nov 12, 2024
SELL
$119.52 - $132.25 $3,585 - $3,967
-30 Reduced 0.42%
7,043 $931,000
Q2 2024

Aug 05, 2024
SELL
$117.31 - $125.13 $12,669 - $13,514
-108 Reduced 1.5%
7,073 $853,000
Q4 2023

Feb 08, 2024
SELL
$97.63 - $117.08 $29,386 - $35,241
-301 Reduced 4.02%
7,181 $835,000
Q3 2023

Nov 07, 2023
SELL
$103.48 - $114.68 $164,015 - $181,767
-1,585 Reduced 17.48%
7,482 $780,000
Q2 2023

Aug 08, 2023
SELL
$101.5 - $109.84 $43,036 - $46,572
-424 Reduced 4.47%
9,067 $995,000
Q1 2023

May 12, 2023
BUY
$100.22 - $116.23 $519,640 - $602,652
5,185 Added 120.41%
9,491 $1.01 Million
Q4 2022

Feb 08, 2023
SELL
$96.57 - $111.69 $59,100 - $68,354
-612 Reduced 12.44%
4,306 $453,000
Q3 2022

Nov 08, 2022
SELL
$96.05 - $115.74 $6,723 - $8,101
-70 Reduced 1.4%
4,918 $472,000
Q3 2021

Oct 21, 2021
SELL
$110.67 - $119.04 $10,513 - $11,308
-95 Reduced 1.87%
4,988 $565,000
Q2 2021

Jul 21, 2021
BUY
$110.51 - $117.85 $561,722 - $599,031
5,083 New
5,083 $584,000

Others Institutions Holding IWS

# of Institutions
1,059
Shares Held
93.7M
Call Options Held
17.5K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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