Sound View Wealth Advisors Group, LLC Ishares Core S&P 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 Core S&P Mid Cap ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 8,776 shares of IJH stock, worth $547,271. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,776

Previous 4,275 105.29%

Holding current value

$547,271

Previous $250,000 118.4%

% of portfolio

0.04%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$57.32 - $62.65 $257,997 - $281,987	4,501 Added 105.29%	8,776 $546,000
Q2 2024 Aug 05, 2024	BUY	$56.43 - $60.79 $1,128 - $1,215	20 Added 0.47%	4,275 $250,000
Q1 2024 May 09, 2024	BUY	$56.98 - $284.98 $141,880 - $709,600	2,490 Added 141.08%	4,255 $258,000
Q4 2023 Feb 08, 2024	SELL	$232.04 - $279.85 $11,602 - $13,992	-50 Reduced 2.75%	1,765 $489,000
Q3 2023 Nov 07, 2023	BUY	$246.15 - $272.4 $234,827 - $259,869	954 Added 110.8%	1,815 $452,000
Q2 2023 Aug 08, 2023	SELL	$240.22 - $261.48 $9,849 - $10,720	-41 Reduced 4.55%	861 $225,000
Q1 2023 May 12, 2023	BUY	$237.25 - $271.72 $213,999 - $245,091	902 New	902 $225,000

Others Institutions Holding IJH

# of Institutions

2,465

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Sound View Wealth Advisors Group, LLC Ishares Core S&P Mid Cap ETF Transaction History