SOUND VIEW WEALTH ADVISORS GROUP, LLC – iShares iBonds Dec 2024 Term Corporate ETF Transaction History
SOUND VIEW WEALTH ADVISORS GROUP, LLC portfolio value:
$9.56M
portfolio value
SOUND VIEW WEALTH ADVISORS GROUP, LLC quarter portfolio value change:
-1.62%
quarter
iShares iBonds Dec 2024 Term Corporate ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.65% | 2.54K shares | -94K | $24.35 | 392.71K |
| Q2 2022 | share | Increase | +3.38% | 12.75K shares | 184K | $24.75 | 390.16K |
| Q1 2022 | share | Increase | +10.91% | 37.12K shares | 649K | $25.1 | 377.41K |
| Q4 2021 | share | Increase | +8.48% | 26.60K shares | 577K | $25.91 | 340.29K |
| Q3 2021 | share | Increase | +1.50% | 4.62K shares | 97K | $26.18 | 313.68K |
| Q2 2021 | share | Increase | +11.06% | 30.78K shares | 806K | $26.14 | 309.06K |
| Q1 2021 | share | Increase | +7.09% | 18.41K shares | 437K | $26.04 | 278.28K |
| Q4 2020 | share | Increase | +2.24% | 5.68K shares | 185K | $26.14 | 259.87K |
| Q3 2020 | share | Increase | +10.01% | 23.13K shares | 631K | $25.81 | 254.18K |
| Q2 2020 | share | Increase | +7.61% | 16.34K shares | 783K | $25.57 | 231.05K |
| Q1 2020 | share | Decrease | -0.20% | -426 shares | -219K | $23.8 | 214.70K |
| Q4 2019 | share | Increase | +30.43% | 50.19K shares | 1.29M | $24.62 | 215.13K |
| Q3 2019 | share | Increase | +12.47% | 18.28K shares | 500K | $24.37 | 164.94K |
| Q2 2019 | share | Increase | 0.00% | 146.65K shares | 3.73M | $23.99 | 146.65K |