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

Sound View Wealth Advisors Group, LLC

$933 Million
Q1 2024

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 9,735 shares of IWM stock, worth $1.96 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

9,735

Previous 10,868 10.43%

Holding current value

$1.96 Million

Previous $2.18 Million 6.14%

% of portfolio

0.22%

Previous 0.24%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$170.53 - $188.05 $61,049 - $67,321	-358 Reduced 5.23%	6,482 $1.13 Million
Q3 2022 Nov 08, 2022	BUY	$167.31 - $201.07 $12,548 - $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

2,580

Shares Held

306M

Call Options Held

239M

Put Options Held

413M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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