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

Sound View Wealth Advisors Group, LLC

$1.21 Billion
Q3 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 3,862 shares of IWN stock, worth $633,792. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,862

Previous 3,346 15.42%

Holding current value

$633,792

Previous $509,000 26.52%

% of portfolio

0.05%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,051

Shares Held

58.9M

Call Options Held

987K

Put Options Held

207K

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About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

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