Sound View Wealth Advisors Group, LLC Ishares Tr Russell 1000 ETF 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 Tr Russell 1000 ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 9,347 shares of IWB stock, worth $2.91 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
9,347
Previous 8,822
5.95%
Holding current value
$2.91 Million
Previous $2.54 Million
9.45%
% of portfolio
0.29%
Previous 0.27%
Shares
21 transactions
Others Institutions Holding IWB
# of Institutions
1,339Shares Held
92.5MCall Options Held
56.9KPut Options Held
46.1K-
Jones Financial Companies Lllp8.87MShares$2.77 Billion3.05% of portfolio
-
Envestnet Asset Management Inc4.51MShares$1.41 Billion0.48% of portfolio
-
Bank Of America Corp Charlotte, NC3.65MShares$1.14 Billion0.1% of portfolio
-
M&T Bank Corp3.16MShares$986 Million3.23% of portfolio
-
Morgan Stanley New York, NY2.8MShares$872 Million0.07% of portfolio