Sound View Wealth Advisors Group, LLC Ishares Russell 2000 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 2000 ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 14,049 shares of IWM stock, worth $3.11 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

14,049

Previous 13,873 1.27%

Holding current value

$3.11 Million

Previous $3.07 Million 8.58%

% of portfolio

0.23%

Previous 0.25%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$198.1 - $229.79 $34,865 - $40,443	176 Added 1.27%	14,049 $2.8 Million
Q4 2024 Feb 07, 2025	BUY	$216.13 - $242.4 $62,029 - $69,568	287 Added 2.11%	13,873 $3.07 Million
Q3 2024 Nov 12, 2024	BUY	$200.87 - $224.6 $547,169 - $611,810	2,724 Added 25.08%	13,586 $3 Million
Q2 2024 Aug 05, 2024	BUY	$192.84 - $209.44 $217,330 - $236,038	1,127 Added 11.58%	10,862 $2.2 Million
Q1 2024 May 09, 2024	SELL	$189.48 - $210.3 $214,680 - $238,269	-1,133 Reduced 10.43%	9,735 $2.05 Million
Q4 2023 Feb 08, 2024	SELL	$162.21 - $204.82 $34,712 - $43,831	-214 Reduced 1.93%	10,868 $2.18 Million
Q3 2023 Nov 07, 2023	BUY	$174.36 - $198.71 $199,467 - $227,324	1,144 Added 11.51%	11,082 $1.96 Million
Q2 2023 Aug 08, 2023	BUY	$170.4 - $187.93 $77,532 - $85,508	455 Added 4.8%	9,938 $1.86 Million
Q1 2023 May 12, 2023	BUY	$170.25 - $198.32 $510,920 - $595,158	3,001 Added 46.3%	9,483 $1.69 Million
Q4 2022 Feb 08, 2023	SELL	$166.81 - $188.05 $59,717 - $67,321	-358 Reduced 5.23%	6,482 $1.13 Million
Q3 2022 Nov 08, 2022	BUY	$164.17 - $201.07 $12,312 - $15,080	75 Added 1.11%	6,840 $1.13 Million
Q2 2022 Aug 05, 2022	BUY	$163.9 - $207.91 $62,773 - $79,629	383 Added 6.0%	6,765 $1.15 Million
Q1 2022 May 11, 2022	BUY	$191.52 - $225.32 $42,708 - $50,246	223 Added 3.62%	6,382 $1.31 Million
Q4 2021 Jan 20, 2022	BUY	$212.12 - $242.56 $36,060 - $41,235	170 Added 2.84%	6,159 $1.37 Million
Q3 2021 Oct 21, 2021	BUY	$211.73 - $231.39 $252,805 - $276,279	1,194 Added 24.9%	5,989 $1.31 Million
Q2 2021 Jul 21, 2021	BUY	$211.85 - $232.89 $96,391 - $105,964	455 Added 10.48%	4,795 $1.1 Million
Q1 2021 Apr 28, 2021	BUY	$193.5 - $234.42 $23,994 - $29,068	124 Added 2.94%	4,340 $959,000
Q4 2020 Feb 02, 2021	SELL	$152.18 - $199.14 $5,021 - $6,571	-33 Reduced 0.78%	4,216 $827,000
Q3 2020 Nov 09, 2020	BUY	$139.07 - $158.46 $45,754 - $52,133	329 Added 8.39%	4,249 $636,000
Q2 2020 Aug 07, 2020	BUY	$104.62 - $153.09 $103,050 - $150,793	985 Added 33.56%	3,920 $561,000
Q1 2020 May 12, 2020	SELL	$99.9 - $169.53 $50,549 - $85,782	-506 Reduced 14.71%	2,935 $336,000
Q4 2019 Jan 27, 2020	BUY	$146.46 - $166.68 $439 - $500	3 Added 0.09%	3,441 $570,000
Q3 2019 Nov 07, 2019	SELL	$144.85 - $157.9 $17,816 - $19,421	-123 Reduced 3.45%	3,438 $520,000
Q2 2019 Aug 07, 2019	BUY	$145.86 - $160.71 $519,407 - $572,288	3,561 New	3,561 $554,000

Others Institutions Holding IWM

# of Institutions

2,900

Shares Held

314M

Call Options Held

232M

Put Options Held

544M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

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.

Account

Sound View Wealth Advisors Group, LLC Ishares Russell 2000 ETF Transaction History