Sound View Wealth Advisors Group, LLC Ishares Russell2000 Val ETF Transaction History
Sound View Wealth Advisors Group, LLC
- $1.34 Billion
- Q2 2025
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 3,351 shares of IWN stock, worth $585,922. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,351
Previous 3,350
0.03%
Holding current value
$585,922
Previous $505,000
4.55%
% of portfolio
0.04%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding IWN
# of Institutions
1,118Shares Held
54.2MCall Options Held
337KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC6.75MShares$1.18 Billion0.08% of portfolio
-
Morgan Stanley New York, NY4.95MShares$866 Million0.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.67MShares$467 Million1.11% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$437 Million1.27% of portfolio
-
Envestnet Asset Management Inc2.15MShares$376 Million0.12% of portfolio