Sound View Wealth Advisors Group, LLC Ishares Russell 1000 Val ETF Transaction History

Sound View Wealth Advisors Group, LLC

$1.2 Billion
Q1 2025

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 8,100 shares of IWD stock, worth $1.53 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

8,100

Previous 9,163 11.6%

Holding current value

$1.53 Million

Previous $1.7 Million 10.14%

% of portfolio

0.13%

Previous 0.14%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$182.82 - $196.21 $194,337 - $208,571	-1,063 Reduced 11.6%	8,100 $1.52 Million
Q4 2024 Feb 07, 2025	SELL	$183.23 - $199.79 $55,152 - $60,136	-301 Reduced 3.18%	9,163 $1.7 Million
Q3 2024 Nov 12, 2024	BUY	$173.36 - $189.8 $403,235 - $441,474	2,326 Added 32.59%	9,464 $1.8 Million
Q2 2024 Aug 05, 2024	SELL	$169.4 - $179.05 $36,251 - $38,316	-214 Reduced 2.91%	7,138 $1.25 Million
Q1 2024 May 09, 2024	SELL	$161.84 - $179.11 $105,196 - $116,421	-650 Reduced 8.12%	7,352 $1.32 Million
Q4 2023 Feb 08, 2024	BUY	$143.69 - $165.7 $2,011 - $2,319	14 Added 0.18%	8,002 $1.32 Million
Q3 2023 Nov 07, 2023	BUY	$151.73 - $163.56 $16,538 - $17,828	109 Added 1.38%	7,988 $1.21 Million
Q2 2023 Aug 08, 2023	SELL	$148.55 - $157.83 $39,365 - $41,824	-265 Reduced 3.25%	7,879 $1.24 Million
Q1 2023 May 12, 2023	BUY	$145.2 - $161.56 $117,176 - $130,378	807 Added 11.0%	8,144 $1.24 Million
Q4 2022 Feb 08, 2023	SELL	$136.78 - $158.99 $25,714 - $29,890	-188 Reduced 2.5%	7,337 $1.11 Million
Q3 2022 Nov 08, 2022	BUY	$135.99 - $161.15 $13,599 - $16,115	100 Added 1.35%	7,525 $1.02 Million
Q2 2022 Aug 05, 2022	SELL	$140.99 - $168.41 $37,221 - $44,460	-264 Reduced 3.43%	7,425 $1.08 Million
Q1 2022 May 11, 2022	SELL	$157.15 - $170.51 $21,686 - $23,530	-138 Reduced 1.76%	7,689 $1.28 Million
Q4 2021 Jan 20, 2022	SELL	$157.12 - $168.08 $62,848 - $67,232	-400 Reduced 4.86%	7,827 $1.31 Million
Q3 2021 Oct 21, 2021	BUY	$154.62 - $164.07 $31,387 - $33,306	203 Added 2.53%	8,227 $1.29 Million
Q2 2021 Jul 21, 2021	BUY	$152.86 - $162.4 $211,863 - $225,086	1,386 Added 20.88%	8,024 $1.27 Million
Q1 2021 Apr 28, 2021	BUY	$134.89 - $153.0 $39,252 - $44,523	291 Added 4.58%	6,638 $1.01 Million
Q4 2020 Feb 02, 2021	SELL	$115.84 - $136.73 $71,241 - $84,088	-615 Reduced 8.83%	6,347 $868,000
Q3 2020 Nov 09, 2020	SELL	$111.27 - $124.26 $16,690 - $18,639	-150 Reduced 2.11%	6,962 $822,000
Q2 2020 Aug 07, 2020	SELL	$94.52 - $125.14 $42,534 - $56,313	-450 Reduced 5.95%	7,112 $801,000
Q1 2020 May 12, 2020	SELL	$85.17 - $138.52 $247,674 - $402,816	-2,908 Reduced 27.77%	7,562 $750,000
Q4 2019 Jan 27, 2020	SELL	$123.85 - $136.67 $2,724 - $3,006	-22 Reduced 0.21%	10,470 $1.43 Million
Q3 2019 Nov 07, 2019	SELL	$127.92 - $130.25 $100,161 - $101,985	-783 Reduced 6.94%	10,492 $1.35 Million
Q2 2019 Aug 07, 2019	BUY	N/A	11,275 New	11,275 $1.43 Million

Others Institutions Holding IWD

# of Institutions

1,907

Shares Held

279M

Call Options Held

617K

Put Options Held

5.88M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Sound View Wealth Advisors Group, LLC Ishares Russell 1000 Val ETF Transaction History