A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 5,936 shares of IHI stock, worth $349,986. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,936
Previous 5,592 6.15%
Holding current value
$349,986
Previous $313,000 12.14%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 12, 2024

BUY
$54.38 - $59.77 $18,706 - $20,560
344 Added 6.15%
5,936 $351,000
Q2 2024

Aug 05, 2024

BUY
$54.36 - $57.86 $2,446 - $2,603
45 Added 0.81%
5,592 $313,000
Q1 2024

May 09, 2024

SELL
$52.72 - $58.68 $81,610 - $90,836
-1,548 Reduced 21.82%
5,547 $324,000
Q4 2023

Feb 08, 2024

BUY
$44.46 - $54.12 $72,647 - $88,432
1,634 Added 29.92%
7,095 $382,000
Q3 2023

Nov 07, 2023

SELL
$48.19 - $57.76 $35,949 - $43,088
-746 Reduced 12.02%
5,461 $264,000
Q2 2023

Aug 08, 2023

BUY
$52.68 - $57.17 $4,951 - $5,373
94 Added 1.54%
6,207 $350,000
Q1 2023

May 12, 2023

BUY
$50.46 - $56.06 $308,461 - $342,694
6,113 New
6,113 $329,000

Others Institutions Holding IHI

About ISHARES TR DOW JONES US MEDICA


  • Ticker IHI
  • Sector ETFs
  • Industry ETFs
More about IHI
Track This Portfolio

Track Sound View Wealth Advisors Group, LLC Portfolio

Follow Sound View Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.