Sound View Wealth Advisors Group, LLC Ishares Expanded Tech Sector E Transaction History

Sound View Wealth Advisors Group, LLC

$965 Million
Q2 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 6,685 shares of IGM stock, worth $643,230. This represents 0.07% of its overall portfolio holdings.

Number of Shares

6,685

Previous 6,659 0.39%

Holding current value

$643,230

Previous $573,000 9.95%

% of portfolio

0.07%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	BUY	$80.02 - $95.38 $2,080 - $2,479	26 Added 0.39%	6,685 $630,000
Q1 2024 May 09, 2024	BUY	$84.27 - $516.87 $467,782 - $2.87 Million	5,551 Added 500.99%	6,659 $573,000
Q2 2023 Aug 08, 2023	BUY	$325.63 - $395.58 $325 - $395	1 Added 0.09%	1,108 $435,000
Q1 2023 May 12, 2023	BUY	$275.98 - $339.32 $43,604 - $53,612	158 Added 16.65%	1,107 $375,000
Q4 2022 Feb 08, 2023	SELL	$44.41 - $306.86 $1,465 - $10,126	-33 Reduced 3.36%	949 $265,000
Q3 2022 Nov 08, 2022	BUY	$46.07 - $58.66 $4,607 - $5,866	100 Added 11.34%	982 $271,000
Q4 2021 Jan 20, 2022	BUY	$66.29 - $75.08 $66 - $75	1 Added 0.11%	882 $387,000
Q3 2021 Oct 21, 2021	BUY	$66.83 - $71.86 $58,877 - $63,308	881 New	881 $356,000

Others Institutions Holding IGM

# of Institutions

409

Shares Held

24.4M

Call Options Held

155K

Put Options Held

27.2K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

More about IGM

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Sound View Wealth Advisors Group, LLC Ishares Expanded Tech Sector E Transaction History