Sound View Wealth Advisors Group, LLC Ishares Tr Esg Screened S&P Mi Transaction History

Sound View Wealth Advisors Group, LLC

$1.21 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 05, 2024	SELL	$37.95 - $41.03 $23,263 - $25,151	-613 Reduced 7.86%	7,185 $284,000
Q1 2024 May 09, 2024	SELL	$36.5 - $41.08 $547 - $616	-15 Reduced 0.19%	7,798 $320,000
Q4 2023 Feb 08, 2024	BUY	$31.25 - $38.22 $1,312 - $1,605	42 Added 0.54%	7,813 $294,000
Q2 2023 Aug 08, 2023	SELL	$32.61 - $35.62 $130 - $142	-4 Reduced 0.05%	7,771 $276,000
Q1 2023 May 12, 2023	BUY	$32.2 - $36.99 $5,731 - $6,584	178 Added 2.34%	7,775 $264,000
Q4 2022 Feb 08, 2023	SELL	$30.27 - $34.91 $32,903 - $37,947	-1,087 Reduced 12.52%	7,597 $249,000
Q1 2022 May 11, 2022	BUY	$34.21 - $39.2 $47,380 - $54,292	1,385 Added 18.98%	8,684 $318,000
Q4 2021 Jan 20, 2022	BUY	$36.41 - $39.86 $38,667 - $42,331	1,062 Added 17.03%	7,299 $284,000
Q3 2021 Oct 21, 2021	BUY	$35.29 - $38.11 $19,550 - $21,112	554 Added 9.75%	6,237 $225,000
Q2 2021 Jul 21, 2021	BUY	$35.91 - $38.15 $204,076 - $216,806	5,683 New	5,683 $211,000

Others Institutions Holding XJH

# of Institutions

129

Shares Held

3.96M

Call Options Held

0

Put Options Held

0

About ISHARES TR ESG SCREENED S&P MI

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