SOUND VIEW WEALTH ADVISORS GROUP, LLC – iShares iBonds Dec 2023 Term Corporate ETF Transaction History
SOUND VIEW WEALTH ADVISORS GROUP, LLC portfolio value:
$11.02M
portfolio value
SOUND VIEW WEALTH ADVISORS GROUP, LLC quarter portfolio value change:
-0.56%
quarter
iShares iBonds Dec 2023 Term Corporate ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.52% | -2.30K shares | -120K | $24.95 | 441.72K |
| Q2 2022 | share | Increase | +1.97% | 8.56K shares | 133K | $25.09 | 444.02K |
| Q1 2022 | share | Increase | +3.81% | 15.97K shares | 240K | $25.28 | 435.45K |
| Q4 2021 | share | Increase | +4.51% | 18.11K shares | 333K | $25.68 | 419.47K |
| Q3 2021 | share | Increase | +1.55% | 6.12K shares | 129K | $25.83 | 401.35K |
| Q2 2021 | share | Increase | +8.56% | 31.15K shares | 789K | $25.79 | 395.22K |
| Q1 2021 | share | Increase | +5.16% | 17.86K shares | 422K | $25.74 | 364.07K |
| Q4 2020 | share | Increase | +0.69% | 2.36K shares | 76K | $25.78 | 346.20K |
| Q3 2020 | share | Increase | +5.49% | 17.88K shares | 469K | $25.55 | 343.84K |
| Q2 2020 | share | Increase | +6.24% | 19.14K shares | 880K | $25.4 | 325.96K |
| Q1 2020 | share | Increase | +0.39% | 1.19K shares | -142K | $24.04 | 306.81K |
| Q4 2019 | share | Increase | +20.70% | 52.41K shares | 1.33M | $24.47 | 305.61K |
| Q3 2019 | share | Increase | +8.88% | 20.65K shares | 573K | $24.27 | 253.20K |
| Q2 2019 | share | Increase | 0.00% | 232.54K shares | 5.90M | $23.91 | 232.54K |