A detailed history of Sound View Wealth Advisors Group, LLC transactions in Blackrock Credit Allocation Income Trust stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 13,970 shares of BTZ stock, worth $147,383. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,970
Previous 14,686 4.88%
Holding current value
$147,383
Previous $157,000 -0.0%
% of portfolio
0.01%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$10.51 - $11.28 $7,525 - $8,076
-716 Reduced 4.88%
13,970 $157,000
Q2 2024

Aug 05, 2024

SELL
$10.01 - $10.82 $4,144 - $4,479
-414 Reduced 2.74%
14,686 $157,000
Q3 2023

Nov 07, 2023

SELL
$9.63 - $10.29 $19,260 - $20,580
-2,000 Reduced 11.7%
15,100 $146,000
Q2 2023

Aug 08, 2023

SELL
$9.97 - $10.49 $29,910 - $31,470
-3,000 Reduced 14.93%
17,100 $173,000
Q1 2023

May 12, 2023

BUY
$10.06 - $11.46 $10,060 - $11,460
1,000 Added 5.24%
20,100 $206,000
Q2 2022

Aug 05, 2022

SELL
$10.3 - $13.0 $8,137 - $10,270
-790 Reduced 3.97%
19,100 $208,000
Q1 2022

May 11, 2022

SELL
$12.04 - $14.87 $1,264 - $1,561
-105 Reduced 0.53%
19,890 $250,000
Q4 2021

Jan 20, 2022

SELL
$14.86 - $15.35 $4,160 - $4,298
-280 Reduced 1.38%
19,995 $301,000
Q3 2021

Oct 21, 2021

SELL
$14.95 - $15.93 $4,455 - $4,747
-298 Reduced 1.45%
20,275 $307,000
Q2 2021

Jul 21, 2021

SELL
$14.4 - $15.59 $5,644 - $6,111
-392 Reduced 1.87%
20,573 $321,000
Q1 2021

Apr 28, 2021

SELL
$14.05 - $15.12 $15,946 - $17,161
-1,135 Reduced 5.14%
20,965 $308,000
Q4 2020

Feb 02, 2021

BUY
$13.77 - $14.98 $9,639 - $10,486
700 Added 3.27%
22,100 $325,000
Q3 2020

Nov 09, 2020

SELL
$13.35 - $14.45 $26,700 - $28,900
-2,000 Reduced 8.55%
21,400 $304,000
Q1 2020

May 12, 2020

SELL
$9.5 - $14.88 $14,250 - $22,320
-1,500 Reduced 6.02%
23,400 $273,000
Q3 2019

Nov 07, 2019

BUY
$12.99 - $13.86 $38,970 - $41,580
3,000 Added 13.7%
24,900 $339,000
Q2 2019

Aug 07, 2019

BUY
$12.44 - $12.97 $272,436 - $284,043
21,900 New
21,900 $284,000

Others Institutions Holding BTZ

About BLACKROCK CREDIT ALLOCATION INCOME TRUST


  • Ticker BTZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • BlackRock Credit Allocation Income Trust is a closed ended balanced mutual fund launched by BlackRock, Inc. The fund is co-managed by BlackRock Advisors, LLC and BlackRock (Singapore) Limited. It invests in the fixed income markets across the globe. For the fixed income portion of the portfolio, the fund primarily invests in securities with an a...
More about BTZ
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