SOUND VIEW WEALTH ADVISORS GROUP, LLC – iShares Russell 1000 ETF Transaction History
SOUND VIEW WEALTH ADVISORS GROUP, LLC portfolio value:
$1.13M
portfolio value
SOUND VIEW WEALTH ADVISORS GROUP, LLC quarter portfolio value change:
-5.02%
quarter
iShares Russell 1000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.34% | -199 shares | -102K | $197.33 | 5.76K |
| Q2 2022 | share | Increase | +5.74% | 324 shares | -171K | $207.76 | 5.96K |
| Q1 2022 | share | Increase | +3.03% | 166 shares | -37K | $250.07 | 5.64K |
| Q4 2021 | share | Increase | +1.69% | 91 shares | 146K | $265.42 | 5.47K |
| Q3 2021 | share | Increase | +5.84% | 297 shares | 70K | $241.71 | 5.38K |
| Q2 2021 | share | Increase | +44.66% | 1.57K shares | 445K | $241.27 | 5.08K |
| Q1 2021 | share | Increase | +16.30% | 493 shares | 146K | $222.57 | 3.51K |
| Q4 2020 | share | Increase | +5.44% | 156 shares | 104K | $209.97 | 3.02K |
| Q3 2020 | share | Decrease | -19.41% | -691 shares | -74K | $184.79 | 2.86K |
| Q2 2020 | share | Decrease | -3.37% | -124 shares | 90K | $168.79 | 3.56K |
| Q1 2020 | share | Increase | +0.90% | 33 shares | -130K | $138.66 | 3.68K |
| Q4 2019 | share | Decrease | -11.47% | -473 shares | -28K | $173.85 | 3.65K |
| Q3 2019 | share | Decrease | -3.96% | -170 shares | -20K | $159.57 | 4.12K |
| Q2 2019 | share | Increase | 0.00% | 4.29K shares | 699K | $157.18 | 4.29K |