ISHARES TR

Ticker: SUSA CUSIP: 464288802 Class: MSCI USA ESG SLC

Sound View Wealth Advisors Group, LLC's Holding History (CIK: 0001784777)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,530 Value ($000) $492 Avg Close Range
Q3 2025
Shares 3,529 Value ($000) $479 Avg Close Range
Q2 2025
Shares 3,727 Value ($000) $472 Avg Close Range
Q1 2025
Shares 3,864 Value ($000) $444 Avg Close Range
Q4 2024
Shares 3,884 Value ($000) $472 Avg Close Range
Q3 2024
Shares 3,488 Value ($000) $420 Avg Close Range
Q2 2024
Shares 5,436 Value ($000) $611 Avg Close Range
Q1 2024
Shares 5,831 Value ($000) $637 Avg Close Range
Q4 2023
Shares 5,850 Value ($000) $588 Avg Close Range
Q3 2023
Shares 5,825 Value ($000) $524 Avg Close Range
Q2 2023
Shares 5,825 Value ($000) $545 Avg Close Range
Q1 2023
Shares 6,175 Value ($000) $542 Avg Close Range
Q4 2022
Shares 5,850 Value ($000) $588 Avg Close Range
Q3 2022
Shares 5,861 Value ($000) $445 Avg Close Range
Q2 2022
Shares 5,861 Value ($000) $473 Avg Close Range
Q1 2022
Shares 5,861 Value ($000) $568 Avg Close Range
Q4 2021
Shares 4,982 Value ($000) $529 Avg Close Range
Q3 2021
Shares 4,320 Value ($000) $415 Avg Close Range
Q2 2021
Shares 3,970 Value ($000) $379 Avg Close Range
Q1 2021
Shares 3,374 Value ($000) $296 Avg Close Range
Q4 2020
Shares 3,240 Value ($000) $267 Avg Close Range
Q3 2020
Shares 1,578 Value ($000) $232 Avg Close Range
Q2 2020
Shares 1,561 Value ($000) $209 Avg Close Range