A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 20,581 shares of IWF stock, worth $7.63 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
20,581
Previous 23,110 10.94%
Holding current value
$7.63 Million
Previous $7.01 Million 1.0%
% of portfolio
0.74%
Previous 0.78%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

SELL
$294.43 - $339.01 $744,613 - $857,356
-2,529 Reduced 10.94%
20,581 $6.94 Million
Q4 2023

Feb 08, 2024

SELL
$256.94 - $304.21 $162,899 - $192,869
-634 Reduced 2.67%
23,110 $7.01 Million
Q3 2023

Nov 07, 2023

BUY
$263.8 - $285.38 $376,442 - $407,237
1,427 Added 6.39%
23,744 $6.32 Million
Q2 2023

Aug 08, 2023

SELL
$239.31 - $275.18 $227,344 - $261,421
-950 Reduced 4.08%
22,317 $6.14 Million
Q1 2023

May 12, 2023

BUY
$209.92 - $244.33 $1.4 Million - $1.64 Million
6,693 Added 40.38%
23,267 $5.68 Million
Q4 2022

Feb 08, 2023

SELL
$210.27 - $232.89 $42,895 - $47,509
-204 Reduced 1.22%
16,574 $3.55 Million
Q3 2022

Nov 08, 2022

SELL
N/A
-136 Reduced 0.8%
16,778 $3.53 Million
Q2 2022

Aug 05, 2022

SELL
N/A
-226 Reduced 1.32%
16,914 $3.7 Million
Q1 2022

May 11, 2022

SELL
N/A
-421 Reduced 2.4%
17,140 $4.76 Million
Q4 2021

Jan 20, 2022

SELL
N/A
-279 Reduced 1.56%
17,561 $5.37 Million
Q3 2021

Oct 21, 2021

BUY
N/A
287 Added 1.64%
17,840 $4.89 Million
Q2 2021

Jul 21, 2021

SELL
N/A
-1,610 Reduced 8.4%
17,553 $4.77 Million
Q1 2021

Apr 28, 2021

SELL
N/A
-886 Reduced 4.42%
19,163 $4.66 Million
Q4 2020

Feb 02, 2021

SELL
N/A
-573 Reduced 2.78%
20,049 $4.84 Million
Q3 2020

Nov 09, 2020

SELL
N/A
-530 Reduced 2.51%
20,622 $4.47 Million
Q2 2020

Aug 07, 2020

SELL
N/A
-923 Reduced 4.18%
21,152 $4.06 Million
Q1 2020

May 12, 2020

BUY
N/A
2,557 Added 13.1%
22,075 $3.33 Million
Q4 2019

Jan 27, 2020

BUY
N/A
717 Added 3.81%
19,518 $3.43 Million
Q3 2019

Nov 07, 2019

SELL
N/A
-587 Reduced 3.03%
18,801 $3 Million
Q2 2019

Aug 07, 2019

BUY
N/A
19,388 New
19,388 $3.05 Million

Others Institutions Holding IWF

About ISHARES RUSSELL 1000 GR ETF


  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
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.