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

Sound View Wealth Advisors Group, LLC

  • $965 Million
  • Q2 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 7,185 shares of XJH stock, worth $316,930. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,185
Previous 7,798 7.86%
Holding current value
$316,930
Previous $320,000 11.25%
% of portfolio
0.03%
Previous 0.03%

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
125
Shares Held
3.69M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P MI

XJH Quotes by TradingView
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