Sound View Wealth Advisors Group, LLC Ishares Russell2000 Val 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 Russell2000 Val ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 3,346 shares of IWN stock, worth $505,747. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,346
Previous 3,367
0.62%
Holding current value
$505,747
Previous $522,000
1.72%
% of portfolio
0.06%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding IWN
# of Institutions
1,010Shares Held
59.9MCall Options Held
468KPut Options Held
254K-
Bank Of America Corp Charlotte, NC6.24MShares$944 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.07MShares$918 Million0.08% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.59MShares$391 Million1.26% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$377 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.35MShares$355 Million0.51% of portfolio