Sound View Wealth Advisors Group, LLC Ishares Tr Msci Usa Esg Select 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 Tr Msci Usa Esg Select stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 3,488 shares of SUSA stock, worth $428,186. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,488

Previous 5,436 35.84%

Holding current value

$428,186

Previous $610,000 31.31%

% of portfolio

0.03%

Previous 0.06%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$108.44 - $120.37 $211,241 - $234,480	-1,948 Reduced 35.84%	3,488 $419,000
Q2 2024 Aug 05, 2024	SELL	$102.41 - $112.98 $40,451 - $44,627	-395 Reduced 6.77%	5,436 $610,000
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	$75.77 - $88.09 $51,144 - $59,460	-675 Reduced 11.52%	5,186 $426,000
Q1 2022 May 11, 2022	BUY	$89.45 - $106.35 $78,626 - $93,481	879 Added 17.64%	5,861 $568,000
Q4 2021 Jan 20, 2022	BUY	$95.76 - $106.67 $63,393 - $70,615	662 Added 15.32%	4,982 $529,000
Q3 2021 Oct 21, 2021	BUY	$94.69 - $101.93 $33,141 - $35,675	350 Added 8.82%	4,320 $415,000
Q2 2021 Jul 21, 2021	BUY	$88.83 - $95.54 $52,942 - $56,941	596 Added 17.66%	3,970 $379,000
Q1 2021 Apr 28, 2021	BUY	$81.34 - $87.82 $10,899 - $11,767	134 Added 4.14%	3,374 $296,000
Q4 2020 Feb 02, 2021	BUY	$72.19 - $82.34 $119,979 - $136,849	1,662 Added 105.32%	3,240 $267,000
Q3 2020 Nov 09, 2020	BUY	$67.13 - $78.5 $1,141 - $1,334	17 Added 1.09%	1,578 $232,000
Q2 2020 Aug 07, 2020	BUY	$52.49 - $69.03 $81,936 - $107,755	1,561 New	1,561 $209,000

Others Institutions Holding SUSA

# of Institutions

503

Shares Held

18.9M

Call Options Held

100

Put Options Held

100

View Full List

About ISHARES TR MSCI USA ESG SELECT

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