Sound View Wealth Advisors Group, LLC Ishares Tr 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 Tr stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 757,598 shares of IBDV stock, worth $16.5 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares

757,598

Previous 687,539 10.19%

Holding current value

$16.5 Million

Previous $14.7 Million 12.05%

% of portfolio

1.37%

Previous 1.2%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$21.11 - $21.73 $1.48 Million - $1.52 Million	70,059 Added 10.19%	757,598 $16.5 Million
Q4 2024 Feb 07, 2025	BUY	$21.24 - $22.15 $874,110 - $911,561	41,154 Added 6.37%	687,539 $14.7 Million
Q3 2024 Nov 12, 2024	BUY	$21.11 - $22.24 $3.21 Million - $3.38 Million	151,981 Added 30.74%	646,385 $14.3 Million
Q2 2024 Aug 05, 2024	BUY	$20.82 - $21.38 $1.32 Million - $1.35 Million	63,263 Added 14.67%	494,404 $10.5 Million
Q1 2024 May 09, 2024	BUY	$21.16 - $21.68 $2 Million - $2.05 Million	94,412 Added 28.04%	431,141 $9.23 Million
Q4 2023 Feb 08, 2024	BUY	$19.85 - $21.72 $6.68 Million - $7.31 Million	336,729 New	336,729 $7.29 Million

Others Institutions Holding IBDV

# of Institutions

234

Shares Held

68.4M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

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Sound View Wealth Advisors Group, LLC Ishares Tr Transaction History