Sound View Wealth Advisors Group, LLC Ishares Russell2000 Val ETF Transaction History

Sound View Wealth Advisors Group, LLC

$1.23 Billion
Q4 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 3,349 shares of IWN stock, worth $469,094. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,349

Previous 3,862 13.28%

Holding current value

$469,094

Previous $644,000 14.75%

% of portfolio

0.04%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$162.69 - $181.35 $83,459 - $93,032	-513 Reduced 13.28%	3,349 $549,000
Q3 2024 Nov 12, 2024	BUY	$150.05 - $171.34 $77,425 - $88,411	516 Added 15.42%	3,862 $644,000
Q1 2024 May 09, 2024	SELL	$145.61 - $158.81 $3,057 - $3,335	-21 Reduced 0.62%	3,346 $531,000
Q4 2023 Feb 08, 2024	BUY	$125.51 - $158.2 $376 - $474	3 Added 0.09%	3,367 $522,000
Q3 2023 Nov 07, 2023	BUY	$133.8 - $151.24 $6,556 - $7,410	49 Added 1.48%	3,364 $455,000
Q2 2023 Aug 08, 2023	SELL	$128.93 - $142.33 $15,213 - $16,794	-118 Reduced 3.44%	3,315 $466,000
Q1 2023 May 12, 2023	BUY	$130.78 - $156.96 $448,967 - $538,843	3,433 New	3,433 $470,000

Others Institutions Holding IWN

# of Institutions

1,140

Shares Held

61.5M

Call Options Held

540K

Put Options Held

149K

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

More about IWN

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 Russell2000 Val ETF Transaction History