Sound View Wealth Advisors Group, LLC Ishares Trust Ishares 1 5 Year 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 Trust Ishares 1 5 Year stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 45,614 shares of IGSB stock, worth $2.35 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

45,614

Previous 46,013 0.87%

Holding current value

$2.35 Million

Previous $2.36 Million 1.91%

% of portfolio

0.2%

Previous 0.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$51.02 - $52.74 $20,356 - $21,043	-399 Reduced 0.87%	45,614 $2.4 Million
Q1 2024 May 09, 2024	BUY	$50.95 - $51.48 $2.01 Million - $2.03 Million	39,374 Added 593.07%	46,013 $2.36 Million
Q4 2023 Feb 08, 2024	SELL	$49.4 - $51.28 $42,286 - $43,895	-856 Reduced 11.42%	6,639 $340,000
Q3 2023 Nov 07, 2023	BUY	$49.74 - $50.37 $43,920 - $44,476	883 Added 13.35%	7,495 $373,000
Q1 2023 May 12, 2023	BUY	$49.56 - $50.75 $6,442 - $6,597	130 Added 2.01%	6,612 $334,000
Q4 2020 Feb 02, 2021	SELL	$54.79 - $55.17 $95,334 - $95,995	-1,740 Reduced 21.16%	6,482 $358,000
Q3 2020 Nov 09, 2020	BUY	$54.69 - $55.09 $40,470 - $40,766	740 Added 9.89%	8,222 $451,000
Q2 2020 Aug 07, 2020	BUY	$51.96 - $54.73 $388,764 - $409,489	7,482 New	7,482 $409,000

Others Institutions Holding IGSB

# of Institutions

977

Shares Held

315M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

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Sound View Wealth Advisors Group, LLC Ishares Trust Ishares 1 5 Year Transaction History