Sound View Wealth Advisors Group, LLC Ishares Core S&P Sm Cap 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 S&P Sm Cap ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 6,886 shares of IJR stock, worth $855,585. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,886
Previous 6,502 5.91%
Holding current value
$855,585
Previous $693,000 16.16%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 12, 2024
BUY
$105.53 - $118.34 $40,523 - $45,442
384 Added 5.91%
6,886 $805,000
Q2 2024

Aug 05, 2024
SELL
$102.13 - $110.88 $304,143 - $330,200
-2,978 Reduced 31.41%
6,502 $693,000
Q1 2024

May 09, 2024
SELL
$102.35 - $110.52 $113,301 - $122,345
-1,107 Reduced 10.46%
9,480 $1.05 Million
Q4 2023

Feb 08, 2024
BUY
$87.61 - $110.11 $157,084 - $197,427
1,793 Added 20.39%
10,587 $1.15 Million
Q3 2023

Nov 07, 2023
BUY
$92.9 - $105.16 $190,816 - $215,998
2,054 Added 30.47%
8,794 $829,000
Q2 2023

Aug 08, 2023
BUY
$91.14 - $99.81 $25,063 - $27,447
275 Added 4.25%
6,740 $671,000
Q1 2023

May 12, 2023
BUY
$92.27 - $107.68 $207,976 - $242,710
2,254 Added 53.53%
6,465 $625,000
Q4 2022

Feb 08, 2023
SELL
$89.09 - $102.13 $161,252 - $184,855
-1,810 Reduced 30.06%
4,211 $398,000
Q3 2022

Nov 08, 2022
BUY
$87.04 - $106.5 $4,787 - $5,857
55 Added 0.92%
6,021 $525,000
Q2 2022

Aug 05, 2022
SELL
$89.03 - $109.02 $87,071 - $106,621
-978 Reduced 14.08%
5,966 $551,000
Q1 2022

May 11, 2022
SELL
$102.32 - $116.69 $165,860 - $189,154
-1,621 Reduced 18.93%
6,944 $749,000
Q4 2021

Jan 20, 2022
BUY
$108.26 - $120.32 $54,238 - $60,280
501 Added 6.21%
8,565 $981,000
Q3 2021

Oct 21, 2021
BUY
$104.62 - $113.69 $233,511 - $253,756
2,232 Added 38.27%
8,064 $881,000
Q2 2021

Jul 21, 2021
BUY
$106.38 - $116.3 $28,616 - $31,284
269 Added 4.84%
5,832 $659,000
Q1 2021

Apr 28, 2021
SELL
$91.04 - $115.01 $13,018 - $16,446
-143 Reduced 2.51%
5,563 $604,000
Q4 2020

Feb 02, 2021
BUY
$71.23 - $92.42 $3,347 - $4,343
47 Added 0.83%
5,706 $524,000
Q3 2020

Nov 09, 2020
SELL
$65.69 - $75.96 $21,217 - $24,535
-323 Reduced 5.4%
5,659 $397,000
Q2 2020

Aug 07, 2020
SELL
$50.99 - $75.55 $24,934 - $36,943
-489 Reduced 7.56%
5,982 $409,000
Q1 2020

May 12, 2020
BUY
$49.11 - $85.52 $45,819 - $79,790
933 Added 16.85%
6,471 $363,000
Q4 2019

Jan 27, 2020
BUY
$75.05 - $84.14 $80,678 - $90,450
1,075 Added 24.09%
5,538 $464,000
Q3 2019

Nov 07, 2019
BUY
$73.61 - $80.67 $8,317 - $9,115
113 Added 2.6%
4,463 $347,000
Q2 2019

Aug 07, 2019
BUY
$73.17 - $81.37 $318,289 - $353,959
4,350 New
4,350 $341,000

Others Institutions Holding IJR

# of Institutions
2,538
Shares Held
496M
Call Options Held
771K
Put Options Held
97.4K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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