SOUND VIEW WEALTH ADVISORS GROUP, LLC – iShares Core S&P 500 ETF Transaction History
SOUND VIEW WEALTH ADVISORS GROUP, LLC portfolio value:
$1.26M
portfolio value
SOUND VIEW WEALTH ADVISORS GROUP, LLC quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -73K | $358.65 | 3.52K | |
| Q2 2022 | share | Increase | +105.78% | 1.81K shares | 560K | $379.15 | 3.52K |
| Q1 2022 | share | 0.00% | 0 shares | -40K | $453.69 | 1.71K | |
| Q4 2021 | share | Decrease | -0.87% | -15 shares | 73K | $478.18 | 1.71K |
| Q3 2021 | share | 0.00% | 0 shares | 1K | $430.82 | 1.72K | |
| Q2 2021 | share | Increase | +0.12% | 2 shares | 56K | $428.29 | 1.72K |
| Q1 2021 | share | 0.00% | 0 shares | 39K | $395.17 | 1.72K | |
| Q4 2020 | share | Increase | +0.06% | 1 shares | 68K | $371.65 | 1.72K |
| Q3 2020 | share | Increase | +0.06% | 1 shares | 46K | $331.25 | 1.72K |
| Q2 2020 | share | Increase | +0.12% | 2 shares | 89K | $303.84 | 1.72K |
| Q1 2020 | share | 0.00% | 0 shares | -112K | $252.48 | 1.72K | |
| Q4 2019 | share | Decrease | -10.08% | -193 shares | -15K | $313.89 | 1.72K |
| Q3 2019 | share | 0.00% | 0 shares | 8K | $288.05 | 1.91K | |
| Q2 2019 | share | Increase | 0.00% | 1.91K shares | 564K | $283 | 1.91K |