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 $2.94 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
14,049
Previous 13,873 1.27%
Holding current value
$2.94 Million
Previous $3.07 Million 8.58%
% of portfolio
0.23%
Previous 0.25%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,858
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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