Sound View Wealth Advisors Group, LLC Ishares Tr Msci Usa Esg Select 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 Tr Msci Usa Esg Select stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 5,831 shares of SUSA stock, worth $665,666. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,831

Previous 5,850 0.32%

Holding current value

$665,666

Previous $587,000 8.35%

% of portfolio

0.07%

Previous 0.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$98.48 - $109.17 $1,871 - $2,074	-19 Reduced 0.32%	5,831 $636,000
Q4 2023 Feb 08, 2024	BUY	$85.36 - $100.86 $2,134 - $2,521	25 Added 0.43%	5,850 $587,000
Q2 2023 Aug 08, 2023	SELL	$85.65 - $93.64 $29,977 - $32,774	-350 Reduced 5.67%	5,825 $545,000
Q1 2023 May 12, 2023	BUY	$81.64 - $90.01 $80,741 - $89,019	989 Added 19.07%	6,175 $541,000
Q4 2022 Feb 08, 2023	SELL	$79.35 - $88.09 $53,561 - $59,460	-675 Reduced 11.52%	5,186 $426,000

Q1 2022 May 11, 2022	BUY	N/A	879 Added 17.64%	5,861 $568,000
Q4 2021 Jan 20, 2022	BUY	N/A	662 Added 15.32%	4,982 $529,000
Q3 2021 Oct 21, 2021	BUY	N/A	350 Added 8.82%	4,320 $415,000
Q2 2021 Jul 21, 2021	BUY	N/A	596 Added 17.66%	3,970 $379,000
Q1 2021 Apr 28, 2021	BUY	N/A	134 Added 4.14%	3,374 $296,000
Q4 2020 Feb 02, 2021	BUY	N/A	1,662 Added 105.32%	3,240 $267,000
Q3 2020 Nov 09, 2020	BUY	N/A	17 Added 1.09%	1,578 $232,000
Q2 2020 Aug 07, 2020	BUY	N/A	1,561 New	1,561 $209,000

Others Institutions Holding SUSA

# of Institutions

482

Shares Held

19.2M

Call Options Held

100

Put Options Held

View Full List

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

More about SUSA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Account

Sound View Wealth Advisors Group, LLC Ishares Tr Msci Usa Esg Select Transaction History