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

Sound View Wealth Advisors Group, LLC

$933 Million
Q1 2024

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 54,841 shares of IWR stock, worth $4.44 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

54,841

Previous 57,218 4.15%

Holding current value

$4.44 Million

Previous $4.45 Million 3.69%

% of portfolio

0.49%

Previous 0.49%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$65.92 - $71.89 $263,943 - $287,847	-4,004 Reduced 11.94%	29,525 $1.99 Million
Q3 2022 Nov 08, 2022	BUY	$63.62 - $74.82 $44,661 - $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

1,340

Shares Held

322M

Call Options Held

186K

Put Options Held

11.8K

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