Sound View Wealth Advisors Group, LLC Ishares Tr 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 Tr stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 687,539 shares of IBDV stock, worth $14.8 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
687,539
Previous 646,385 6.37%
Holding current value
$14.8 Million
Previous $14.3 Million 2.48%
% of portfolio
1.2%
Previous 1.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$21.24 - $22.15 $874,110 - $911,561
41,154 Added 6.37%
687,539 $14.7 Million
Q3 2024

Nov 12, 2024
BUY
$21.11 - $22.24 $3.21 Million - $3.38 Million
151,981 Added 30.74%
646,385 $14.3 Million
Q2 2024

Aug 05, 2024
BUY
$20.82 - $21.38 $1.32 Million - $1.35 Million
63,263 Added 14.67%
494,404 $10.5 Million
Q1 2024

May 09, 2024
BUY
$21.16 - $21.68 $2 Million - $2.05 Million
94,412 Added 28.04%
431,141 $9.23 Million
Q4 2023

Feb 08, 2024
BUY
$19.85 - $21.72 $6.68 Million - $7.31 Million
336,729 New
336,729 $7.29 Million

Others Institutions Holding IBDV

# of Institutions
222
Shares Held
60.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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