Sound View Wealth Advisors Group, LLC Ishares Russell 1000 Val 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 Russell 1000 Val ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 7,138 shares of IWD stock, worth $1.35 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,138
Previous 7,352
2.91%
Holding current value
$1.35 Million
Previous $1.32 Million
5.4%
% of portfolio
0.13%
Previous 0.14%
Shares
21 transactions
Others Institutions Holding IWD
# of Institutions
1,640Shares Held
256MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.49 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.16 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.98 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.83 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.7 Billion0.14% of portfolio