Sound View Wealth Advisors Group, LLC Ishares Trust Ishares Usd Gre Transaction History

Sound View Wealth Advisors Group, LLC

  • $1.2 Billion
  • Q1 2025

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Trust Ishares Usd Gre stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 11,723 shares of BGRN stock, worth $552,973. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,723
Previous 11,209 4.59%
Holding current value
$552,973
Previous $522,000 6.32%
% of portfolio
0.05%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$46.26 - $47.48 $23,777 - $24,404
514 Added 4.59%
11,723 $555,000
Q4 2024

Feb 07, 2025
BUY
$46.52 - $48.32 $7,164 - $7,441
154 Added 1.39%
11,209 $522,000
Q3 2024

Nov 12, 2024
BUY
$46.29 - $48.52 $511,735 - $536,388
11,055 New
11,055 $534,000

Others Institutions Holding BGRN

# of Institutions
129
Shares Held
7.13M
Call Options Held
1.2K
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES USD GRE

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  • Ticker BGRN
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