Sound View Wealth Advisors Group, LLC Ishares Core High Dividend ETF Transaction History

Sound View Wealth Advisors Group, LLC

  • $1.21 Billion
  • Q3 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 8,473 shares of HDV stock, worth $996,933. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,473
Previous 7,189 17.86%
Holding current value
$996,933
Previous $781,000 27.53%
% of portfolio
0.08%
Previous 0.08%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$107.62 - $118.76 $138,184 - $152,487
1,284 Added 17.86%
8,473 $996,000
Q2 2024

Aug 05, 2024
SELL
$105.85 - $111.68 $109,872 - $115,923
-1,038 Reduced 12.62%
7,189 $781,000
Q1 2024

May 09, 2024
SELL
$101.8 - $110.21 $167,257 - $181,075
-1,643 Reduced 16.65%
8,227 $906,000
Q4 2023

Feb 08, 2024
BUY
$93.77 - $103.26 $61,794 - $68,048
659 Added 7.15%
9,870 $1.01 Million
Q3 2023

Nov 07, 2023
SELL
$98.89 - $104.38 $8,010 - $8,454
-81 Reduced 0.87%
9,211 $910,000
Q2 2023

Aug 08, 2023
SELL
$97.54 - $104.3 $80,470 - $86,047
-825 Reduced 8.15%
9,292 $936,000
Q1 2023

May 12, 2023
BUY
$97.23 - $106.66 $456,008 - $500,235
4,690 Added 86.42%
10,117 $1.03 Million
Q4 2022

Feb 08, 2023
SELL
$93.56 - $108.19 $3,181 - $3,678
-34 Reduced 0.62%
5,427 $565,000
Q3 2022

Nov 08, 2022
SELL
$91.29 - $105.95 $3,651 - $4,238
-40 Reduced 0.73%
5,461 $499,000
Q2 2022

Aug 05, 2022
SELL
$97.13 - $109.92 $94,507 - $106,952
-973 Reduced 15.03%
5,501 $552,000
Q1 2022

May 11, 2022
BUY
$100.32 - $107.96 $10,834 - $11,659
108 Added 1.7%
6,474 $692,000
Q4 2021

Jan 20, 2022
BUY
$94.51 - $100.99 $5,198 - $5,554
55 Added 0.87%
6,366 $643,000
Q2 2021

Jul 21, 2021
BUY
$94.78 - $99.7 $47,674 - $50,149
503 Added 8.66%
6,311 $609,000
Q1 2021

Apr 28, 2021
SELL
$86.68 - $95.97 $8,928 - $9,884
-103 Reduced 1.74%
5,808 $551,000
Q3 2020

Nov 09, 2020
BUY
$78.68 - $86.23 $33,124 - $36,302
421 Added 7.67%
5,911 $476,000
Q2 2020

Aug 07, 2020
BUY
$68.83 - $90.91 $377,876 - $499,095
5,490 New
5,490 $446,000

Others Institutions Holding HDV

# of Institutions
797
Shares Held
48.4M
Call Options Held
822K
Put Options Held
56K
View Full List

About ISHARES CORE HIGH DIVIDEND ETF

HDV Quotes by TradingView
  • Ticker HDV
  • Sector ETFs
  • Industry ETFs
More about HDV
Track This Portfolio

Track Sound View Wealth Advisors Group, LLC Portfolio

Follow Sound View Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email