SOUND VIEW WEALTH ADVISORS GROUP, LLC – iShares ESG Aware MSCI USA ETF Transaction History
SOUND VIEW WEALTH ADVISORS GROUP, LLC portfolio value:
$586,000
portfolio value
SOUND VIEW WEALTH ADVISORS GROUP, LLC quarter portfolio value change:
-5.35%
quarter
iShares ESG Aware MSCI USA ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -33K | $79.41 | 7.38K | |
| Q2 2022 | share | 0.00% | 0 shares | -129K | $83.9 | 7.38K | |
| Q1 2022 | share | Increase | +31.28% | 1.75K shares | 141K | $101.35 | 7.38K |
| Q4 2021 | share | Increase | +31.35% | 1.34K shares | 185K | $108.23 | 5.62K |
| Q3 2021 | share | Increase | +19.75% | 706 shares | 70K | $98.46 | 4.28K |
| Q2 2021 | share | Increase | 0.00% | 3.57K shares | 352K | $98.16 | 3.57K |