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 23,995 shares of IEFA stock, worth $1.81 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

23,995

Previous 24,295 1.23%

Holding current value

$1.81 Million

Previous $1.9 Million 11.08%

% of portfolio

0.14%

Previous 0.16%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$70.06 - $77.43 $21,018 - $23,229	-300 Reduced 1.23%	23,995 $1.69 Million
Q3 2024 Nov 12, 2024	BUY	$70.09 - $78.74 $185,458 - $208,346	2,646 Added 12.22%	24,295 $1.9 Million
Q2 2024 Aug 05, 2024	SELL	$70.77 - $76.19 $42,178 - $45,409	-596 Reduced 2.68%	21,649 $1.57 Million
Q1 2024 May 09, 2024	SELL	$68.14 - $74.43 $99,961 - $109,188	-1,467 Reduced 6.19%	22,245 $1.65 Million
Q4 2023 Feb 08, 2024	SELL	$61.3 - $70.47 $133,511 - $153,483	-2,178 Reduced 8.41%	23,712 $1.67 Million
Q3 2023 Nov 07, 2023	BUY	$64.04 - $69.58 $102,335 - $111,188	1,598 Added 6.58%	25,890 $1.67 Million
Q2 2023 Aug 08, 2023	BUY	$66.03 - $69.1 $67,020 - $70,136	1,015 Added 4.36%	24,292 $1.64 Million
Q1 2023 May 12, 2023	BUY	$62.17 - $67.7 $663,664 - $722,697	10,675 Added 84.71%	23,277 $1.56 Million
Q4 2022 Feb 08, 2023	BUY	$52.35 - $63.65 $21,725 - $26,414	415 Added 3.41%	12,602 $776,000
Q3 2022 Nov 08, 2022	BUY	$52.32 - $63.1 $40,338 - $48,650	771 Added 6.75%	12,187 $642,000
Q2 2022 Aug 05, 2022	BUY	$57.91 - $70.46 $30,113 - $36,639	520 Added 4.77%	11,416 $672,000
Q1 2022 May 11, 2022	BUY	$63.26 - $75.48 $22,141 - $26,418	350 Added 3.32%	10,896 $757,000
Q4 2021 Jan 20, 2022	BUY	$72.36 - $77.76 $46,527 - $49,999	643 Added 6.49%	10,546 $787,000
Q3 2021 Oct 21, 2021	BUY	$72.98 - $78.2 $72 - $78	1 Added 0.01%	9,903 $735,000
Q2 2021 Jul 21, 2021	SELL	$73.11 - $77.88 $229,126 - $244,075	-3,134 Reduced 24.04%	9,902 $741,000
Q1 2021 Apr 28, 2021	BUY	$68.58 - $73.12 $36,690 - $39,119	535 Added 4.28%	13,036 $939,000
Q4 2020 Feb 02, 2021	SELL	$58.13 - $69.71 $7,208 - $8,644	-124 Reduced 0.98%	12,501 $864,000
Q3 2020 Nov 09, 2020	SELL	$57.43 - $62.28 $28,370 - $30,766	-494 Reduced 3.77%	12,625 $761,000
Q2 2020 Aug 07, 2020	SELL	$47.43 - $60.75 $363,029 - $464,980	-7,654 Reduced 36.85%	13,119 $750,000
Q1 2020 May 12, 2020	SELL	$43.31 - $66.12 $289,267 - $441,615	-6,679 Reduced 24.33%	20,773 $1.04 Million
Q4 2019 Jan 27, 2020	BUY	$59.36 - $65.51 $176,299 - $194,564	2,970 Added 12.13%	27,452 $1.79 Million
Q3 2019 Nov 07, 2019	SELL	$57.44 - $62.42 $12,694 - $13,794	-221 Reduced 0.89%	24,482 $1.5 Million
Q2 2019 Aug 07, 2019	BUY	$59.39 - $62.73 $1.47 Million - $1.55 Million	24,703 New	24,703 $1.52 Million

Others Institutions Holding IEFA

# of Institutions

2,156

Shares Held

1.52B

Call Options Held

86.4K

Put Options Held

6.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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 Tr Transaction History