Sound View Wealth Advisors Group, LLC Ishares Russell 2000 Gwt 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 Russell 2000 Gwt ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 2,800 shares of IWO stock, worth $831,348. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,800

Previous 2,318 20.79%

Holding current value

$831,348

Previous $608,000 30.76%

% of portfolio

0.07%

Previous 0.06%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,091

Shares Held

33.3M

Call Options Held

179K

Put Options Held

176K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
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Sound View Wealth Advisors Group, LLC Ishares Russell 2000 Gwt ETF Transaction History