Sound View Wealth Advisors Group, LLC
Position in XJH — iShares ESG Select Screened S&P Mid-Cap ETF
CIK 1784777
SAVANNAH, GA
All Filings in XJH
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 XJH | $284,310 | 7,185 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 XJH | $320,341 | 7,798 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 XJH | $294,745 | 7,813 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 XJH | $263,203 | 7,771 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 XJH | $276,803 | 7,771 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 XJH | $264,272 | 7,775 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 XJH | $256,289 | 7,813 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 XJH | $258,175 | 8,684 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 XJH | $265,582 | 8,684 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 XJH | $317,608 | 8,684 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 XJH | $283,653 | 7,299 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 XJH | $225,423 | 6,237 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 XJH | $210,731 | 5,683 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||