Sound View Wealth Advisors Group, LLC Ishares Russell Mid Cap 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 Russell Mid Cap ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 62,323 shares of IWR stock, worth $5.6 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

62,323

Previous 63,499 1.85%

Holding current value

$5.6 Million

Previous $5.61 Million 5.56%

% of portfolio

0.44%

Previous 0.46%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$82.81 - $92.93 $97,384 - $109,285	-1,176 Reduced 1.85%	62,323 $5.3 Million
Q4 2024 Feb 07, 2025	BUY	$87.25 - $95.52 $23,557 - $25,790	270 Added 0.43%	63,499 $5.61 Million
Q3 2024 Nov 12, 2024	BUY	$79.92 - $88.19 $627,292 - $692,203	7,849 Added 14.17%	63,229 $5.57 Million
Q2 2024 Aug 05, 2024	BUY	$78.66 - $83.59 $42,397 - $45,055	539 Added 0.98%	55,380 $4.49 Million
Q1 2024 May 09, 2024	SELL	$75.37 - $84.09 $179,154 - $199,881	-2,377 Reduced 4.15%	54,841 $4.61 Million
Q4 2023 Feb 08, 2024	BUY	$64.84 - $78.27 $195,816 - $236,375	3,020 Added 5.57%	57,218 $4.45 Million
Q3 2023 Nov 07, 2023	BUY	$68.54 - $75.91 $205,620 - $227,730	3,000 Added 5.86%	54,198 $3.75 Million
Q2 2023 Aug 08, 2023	SELL	$67.49 - $73.03 $7,356 - $7,960	-109 Reduced 0.21%	51,198 $3.74 Million
Q1 2023 May 12, 2023	BUY	$66.27 - $75.04 $1.44 Million - $1.63 Million	21,782 Added 73.77%	51,307 $3.59 Million
Q4 2022 Feb 08, 2023	SELL	$62.09 - $71.89 $248,608 - $287,847	-4,004 Reduced 11.94%	29,525 $1.99 Million
Q3 2022 Nov 08, 2022	BUY	$62.15 - $74.82 $43,629 - $52,523	702 Added 2.14%	33,529 $2.08 Million
Q2 2022 Aug 05, 2022	SELL	$62.75 - $78.76 $458,890 - $575,971	-7,313 Reduced 18.22%	32,827 $2.12 Million
Q1 2022 May 11, 2022	BUY	$72.29 - $82.89 $23,855 - $27,353	330 Added 0.83%	40,140 $3.13 Million
Q4 2021 Jan 20, 2022	BUY	$78.41 - $85.28 $496,021 - $539,481	6,326 Added 18.89%	39,810 $3.31 Million
Q3 2021 Oct 21, 2021	BUY	$76.44 - $82.59 $352,464 - $380,822	4,611 Added 15.97%	33,484 $2.62 Million
Q2 2021 Jul 21, 2021	BUY	$74.82 - $79.61 $1.63 Million - $1.73 Million	21,773 Added 306.66%	28,873 $2.29 Million
Q2 2020 Aug 07, 2020	BUY	$40.64 - $57.63 $288,544 - $409,173	7,100 New	7,100 $381,000

Others Institutions Holding IWR

# of Institutions

1,538

Shares Held

382M

Call Options Held

151K

Put Options Held

164K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Sound View Wealth Advisors Group, LLC Ishares Russell Mid Cap ETF Transaction History