SOUND VIEW WEALTH ADVISORS GROUP, LLC – iShares iBonds Dec 2027 Term Corporate ETF Transaction History
SOUND VIEW WEALTH ADVISORS GROUP, LLC portfolio value:
$8.96M
portfolio value
SOUND VIEW WEALTH ADVISORS GROUP, LLC quarter portfolio value change:
-3.64%
quarter
iShares iBonds Dec 2027 Term Corporate ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.93% | 11.07K shares | -74K | $23 | 389.63K |
| Q2 2022 | share | Increase | +6.42% | 22.85K shares | 165K | $23.87 | 378.55K |
| Q1 2022 | share | Increase | +2201.82% | 340.24K shares | 8.46M | $24.94 | 355.70K |
| Q4 2021 | share | Decrease | -9.50% | -1.62K shares | -51K | $26.59 | 15.45K |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $26.84 | 17.07K | |
| Q2 2021 | share | Decrease | -0.65% | -111 shares | 3K | $26.77 | 17.07K |
| Q1 2021 | share | 0.00% | 0 shares | -15K | $26.3 | 17.18K | |
| Q4 2020 | share | Increase | +1.32% | 224 shares | 14K | $27.03 | 17.18K |
| Q3 2020 | share | Increase | +4.63% | 750 shares | 23K | $26.39 | 16.96K |
| Q2 2020 | share | Increase | +0.35% | 56 shares | 41K | $26.04 | 16.21K |
| Q1 2020 | share | 0.00% | 0 shares | -24K | $23.5 | 16.15K | |
| Q4 2019 | share | Increase | +11.88% | 1.71K shares | 46K | $24.81 | 16.15K |
| Q3 2019 | share | Increase | 0.00% | 14.44K shares | 374K | $24.46 | 14.44K |