Sound View Wealth Advisors Group, LLC Ishares Core High Dividend ETF 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 Core High Dividend ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 8,115 shares of HDV stock, worth $943,693. This represents 0.08% of its overall portfolio holdings.

Number of Shares

8,115

Previous 8,852 8.33%

Holding current value

$943,693

Previous $993,000 1.11%

% of portfolio

0.08%

Previous 0.08%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$110.86 - $121.12 $81,703 - $89,265	-737 Reduced 8.33%	8,115 $982,000
Q4 2024 Feb 07, 2025	BUY	$110.82 - $121.28 $42,000 - $45,965	379 Added 4.47%	8,852 $993,000
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

870

Shares Held

43.4M

Call Options Held

874K

Put Options Held

11.7K

View Full List

About ISHARES CORE HIGH DIVIDEND ETF

Ticker HDV
Sector ETFs
Industry ETFs

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