Sound View Wealth Advisors Group, LLC Ishares Barclays Transaction History

Sound View Wealth Advisors Group, LLC

$1.21 Billion
Q3 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 13,253 shares of IEF stock, worth $1.23 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

13,253

Previous 13,153 0.76%

Holding current value

$1.23 Million

Previous $1.23 Million 5.61%

% of portfolio

0.11%

Previous 0.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$92.67 - $99.14 $9,267 - $9,914	100 Added 0.76%	13,253 $1.3 Million
Q2 2024 Aug 05, 2024	SELL	$91.24 - $94.6 $36,496 - $37,840	-400 Reduced 2.95%	13,153 $1.23 Million
Q1 2024 May 09, 2024	BUY	$93.54 - $96.82 $983,479 - $1.02 Million	10,514 Added 345.97%	13,553 $1.28 Million
Q3 2023 Nov 07, 2023	BUY	$91.32 - $97.13 $3,561 - $3,788	39 Added 1.3%	3,039 $278,000
Q2 2023 Aug 08, 2023	BUY	$96.39 - $100.48 $48,195 - $50,240	500 Added 20.0%	3,000 $289,000
Q1 2023 May 12, 2023	BUY	$94.41 - $100.02 $236,025 - $250,050	2,500 New	2,500 $247,000

Others Institutions Holding IEF

# of Institutions

1,059

Shares Held

281M

Call Options Held

13.2M

Put Options Held

13.9M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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Sound View Wealth Advisors Group, LLC Ishares Barclays Transaction History