Sound View Wealth Advisors Group, LLC Ishares Core S&P Total U.S. St Transaction History
Sound View Wealth Advisors Group, LLC
- $1.43 Billion
- Q3 2025
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 2,434 shares of ITOT stock, worth $356,215. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,434
Previous 3,034
19.78%
Holding current value
$356,215
Previous $409,000
13.45%
% of portfolio
0.02%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding ITOT
# of Institutions
1,704Shares Held
334MCall Options Held
61.7KPut Options Held
36K-
Wells Fargo & Company San Francisco, CA63.2MShares$9.25 Billion1.81% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.14 Billion0.13% of portfolio
-
Betterment LLC New York, NY10.9MShares$1.6 Billion3.15% of portfolio
-
Morgan Stanley New York, NY10.7MShares$1.57 Billion0.1% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.54 Billion3.7% of portfolio