SOUND VIEW WEALTH ADVISORS GROUP, LLC – iShares Core S&P Small-Cap ETF Transaction History
SOUND VIEW WEALTH ADVISORS GROUP, LLC portfolio value:
$525,000
portfolio value
SOUND VIEW WEALTH ADVISORS GROUP, LLC quarter portfolio value change:
-5.65%
quarter
iShares Core S&P Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.92% | 55 shares | -26K | $87.19 | 6.02K |
| Q2 2022 | share | Decrease | -14.08% | -978 shares | -198K | $92.41 | 5.96K |
| Q1 2022 | share | Decrease | -18.93% | -1.62K shares | -232K | $107.88 | 6.94K |
| Q4 2021 | share | Increase | +6.21% | 501 shares | 100K | $114.65 | 8.56K |
| Q3 2021 | share | Increase | +38.27% | 2.23K shares | 222K | $109.19 | 8.06K |
| Q2 2021 | share | Increase | +4.84% | 269 shares | 55K | $112.47 | 5.83K |
| Q1 2021 | share | Decrease | -2.51% | -143 shares | 80K | $107.8 | 5.56K |
| Q4 2020 | share | Increase | +0.83% | 47 shares | 127K | $91.05 | 5.70K |
| Q3 2020 | share | Decrease | -5.40% | -323 shares | -12K | $69.39 | 5.65K |
| Q2 2020 | share | Decrease | -7.56% | -489 shares | 46K | $67.19 | 5.98K |
| Q1 2020 | share | Increase | +16.85% | 933 shares | -101K | $55.01 | 6.47K |
| Q4 2019 | share | Increase | +24.09% | 1.07K shares | 117K | $81.83 | 5.53K |
| Q3 2019 | share | Increase | +2.60% | 113 shares | 6K | $75.59 | 4.46K |
| Q2 2019 | share | Increase | 0.00% | 4.35K shares | 341K | $75.74 | 4.35K |