Sound View Wealth Advisors Group, LLC Ishares Core U.S. Aggregate Bo Transaction History

Sound View Wealth Advisors Group, LLC

$1.23 Billion
Q4 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 39,347 shares of AGG stock, worth $3.89 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

39,347

Previous 39,575 0.58%

Holding current value

$3.89 Million

Previous $4.01 Million 4.87%

% of portfolio

0.31%

Previous 0.33%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$96.64 - $101.23 $22,033 - $23,080	-228 Reduced 0.58%	39,347 $3.81 Million
Q3 2024 Nov 12, 2024	BUY	$96.25 - $101.98 $736,890 - $780,758	7,656 Added 23.99%	39,575 $4.01 Million
Q2 2024 Aug 05, 2024	BUY	$95.11 - $97.92 $182,516 - $187,908	1,919 Added 6.4%	31,919 $3.1 Million
Q1 2024 May 09, 2024	SELL	$96.75 - $99.37 $273,899 - $281,316	-2,831 Reduced 8.62%	30,000 $2.94 Million
Q4 2023 Feb 08, 2024	SELL	$91.67 - $99.66 $225,783 - $245,462	-2,463 Reduced 6.98%	32,831 $3.26 Million
Q3 2023 Nov 07, 2023	BUY	$93.85 - $98.43 $16,517 - $17,323	176 Added 0.5%	35,294 $3.32 Million
Q2 2023 Aug 08, 2023	SELL	$97.49 - $100.53 $388,010 - $400,109	-3,980 Reduced 10.18%	35,118 $3.44 Million
Q1 2023 May 12, 2023	BUY	$96.32 - $100.79 $831,626 - $870,220	8,634 Added 28.34%	39,098 $3.9 Million
Q4 2022 Feb 08, 2023	SELL	$93.63 - $99.69 $408,694 - $435,146	-4,365 Reduced 12.53%	30,464 $2.95 Million
Q3 2022 Nov 08, 2022	SELL	$95.54 - $104.23 $128,023 - $139,668	-1,340 Reduced 3.7%	34,829 $3.36 Million
Q2 2022 Aug 05, 2022	SELL	$99.01 - $106.84 $135,445 - $146,157	-1,368 Reduced 3.64%	36,169 $3.68 Million
Q1 2022 May 11, 2022	SELL	$106.1 - $113.3 $1.11 Million - $1.18 Million	-10,425 Reduced 21.74%	37,537 $4.02 Million
Q4 2021 Jan 20, 2022	BUY	$113.45 - $115.33 $702,822 - $714,469	6,195 Added 14.83%	47,962 $5.47 Million
Q3 2021 Oct 21, 2021	BUY	$114.77 - $116.58 $138,183 - $140,362	1,204 Added 2.97%	41,767 $4.8 Million
Q2 2021 Jul 21, 2021	BUY	$113.78 - $115.33 $2 Million - $2.03 Million	17,575 Added 76.45%	40,563 $4.68 Million
Q1 2021 Apr 28, 2021	BUY	$113.42 - $118.04 $150,962 - $157,111	1,331 Added 6.15%	22,988 $2.62 Million
Q4 2020 Feb 02, 2021	BUY	$117.06 - $118.42 $255,073 - $258,037	2,179 Added 11.19%	21,657 $2.56 Million
Q3 2020 Nov 09, 2020	BUY	$117.95 - $119.63 $744,264 - $754,865	6,310 Added 47.92%	19,478 $2.3 Million
Q2 2020 Aug 07, 2020	BUY	$114.73 - $118.21 $1.51 Million - $1.56 Million	13,168 New	13,168 $1.56 Million

Others Institutions Holding AGG

# of Institutions

2,112

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Account

Sound View Wealth Advisors Group, LLC Ishares Core U.S. Aggregate Bo Transaction History