Sound View Wealth Advisors Group, LLC Ishares Tr Transaction History

Sound View Wealth Advisors Group, LLC

  • $1.47 Billion
  • Q4 2025

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 1,478,715 shares of IBDV stock, worth $32.6 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares
1,478,715
Previous 987,630 49.72%
Holding current value
$32.6 Million
Previous $21.9 Million 48.91%
% of portfolio
2.22%
Previous 1.53%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$22.03 - $22.24 $10.8 Million - $10.9 Million
491,085 Added 49.72%
1,478,715 $32.6 Million
Q3 2025

Nov 10, 2025
BUY
$21.75 - $22.22 $2.07 Million - $2.12 Million
95,190 Added 10.67%
987,630 $21.9 Million
Q2 2025

Aug 07, 2025
BUY
$21.28 - $21.98 $2.87 Million - $2.96 Million
134,842 Added 17.8%
892,440 $19.6 Million
Q1 2025

May 08, 2025
BUY
$21.11 - $21.73 $1.48 Million - $1.52 Million
70,059 Added 10.19%
757,598 $16.5 Million
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
292
Shares Held
84M
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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