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

Sound View Wealth Advisors Group, LLC

$1.2 Billion
Q1 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 3,350 shares of IWN stock, worth $512,583. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,350

Previous 3,349 0.03%

Holding current value

$512,583

Previous $549,000 8.01%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$149.27 - $169.4 $149 - $169	1 Added 0.03%	3,350 $505,000
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

1,097

Shares Held

59.9M

Call Options Held

453K

Put Options Held

29.6K

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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