Sound View Wealth Advisors Group, LLC Ishares Russell 2000 Gwt 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 Russell 2000 Gwt ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 2,374 shares of IWO stock, worth $611,542. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,374
Previous 2,800 15.21%
Holding current value
$611,542
Previous $795,000 14.09%
% of portfolio
0.06%
Previous 0.07%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$278.19 - $315.36 $118,508 - $134,343
-426 Reduced 15.21%
2,374 $683,000
Q3 2024

Nov 12, 2024
BUY
$256.4 - $289.78 $123,584 - $139,673
482 Added 20.79%
2,800 $795,000
Q2 2024

Aug 05, 2024
SELL
$245.29 - $268.7 $1,717 - $1,880
-7 Reduced 0.3%
2,318 $608,000
Q1 2024

May 09, 2024
BUY
$239.5 - $270.8 $4,550 - $5,145
19 Added 0.82%
2,325 $629,000
Q4 2023

Feb 08, 2024
BUY
$204.07 - $257.57 $3,673 - $4,636
18 Added 0.79%
2,306 $581,000
Q3 2023

Nov 07, 2023
BUY
$221.24 - $254.04 $3,761 - $4,318
17 Added 0.75%
2,288 $512,000
Q2 2023

Aug 08, 2023
BUY
$219.8 - $242.66 $9,451 - $10,434
43 Added 1.93%
2,271 $551,000
Q1 2023

May 12, 2023
BUY
$212.51 - $245.01 $473,472 - $545,882
2,228 New
2,228 $505,000
Q2 2022

Aug 05, 2022
SELL
$194.2 - $261.13 $209,736 - $282,020
-1,080 Closed
0 $0
Q1 2022

May 11, 2022
BUY
$234.1 - $296.68 $4,682 - $5,933
20 Added 1.89%
1,080 $276,000
Q4 2021

Jan 20, 2022
BUY
$280.02 - $327.35 $280 - $327
1 Added 0.09%
1,060 $311,000
Q3 2021

Oct 21, 2021
SELL
$284.4 - $314.06 $30,715 - $33,918
-108 Reduced 9.25%
1,059 $311,000
Q2 2021

Jul 21, 2021
BUY
$278.74 - $313.3 $26,201 - $29,450
94 Added 8.76%
1,167 $364,000
Q2 2020

Aug 07, 2020
BUY
$145.61 - $213.67 $156,239 - $229,267
1,073 New
1,073 $222,000
Q1 2020

May 12, 2020
SELL
$135.58 - $225.25 $147,917 - $245,747
-1,091 Closed
0 $0
Q3 2019

Nov 07, 2019
SELL
$189.94 - $205.08 $9,686 - $10,459
-51 Reduced 4.47%
1,091 $210,000
Q2 2019

Aug 07, 2019
BUY
$187.22 - $206.14 $213,805 - $235,411
1,142 New
1,142 $229,000

Others Institutions Holding IWO

# of Institutions
1,167
Shares Held
35.1M
Call Options Held
174K
Put Options Held
60.5K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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