Sound View Wealth Advisors Group, LLC Ihares Core 1 5 Years Usd Bond 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 Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 57,763 shares of ISTB stock, worth $2.76 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

57,763

Previous 55,642 3.81%

Holding current value

$2.76 Million

Previous $2.64 Million 6.68%

% of portfolio

0.23%

Previous 0.27%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$47.18 - $48.74 $100,068 - $103,377	2,121 Added 3.81%	57,763 $2.81 Million
Q2 2024 Aug 05, 2024	SELL	$46.84 - $47.46 $770,564 - $780,764	-16,451 Reduced 22.82%	55,642 $2.64 Million
Q1 2024 May 09, 2024	SELL	$47.16 - $47.73 $347,333 - $351,531	-7,365 Reduced 9.27%	72,093 $3.42 Million
Q4 2023 Feb 08, 2024	SELL	$46.0 - $47.56 $284,694 - $294,348	-6,189 Reduced 7.23%	79,458 $3.78 Million
Q3 2023 Nov 07, 2023	BUY	$46.26 - $46.9 $332,100 - $336,695	7,179 Added 9.15%	85,647 $3.97 Million
Q2 2023 Aug 08, 2023	BUY	$46.63 - $47.38 $149,635 - $152,042	3,209 Added 4.26%	78,468 $3.66 Million
Q1 2023 May 12, 2023	BUY	$46.16 - $47.28 $1.33 Million - $1.36 Million	28,753 Added 61.83%	75,259 $3.55 Million
Q4 2022 Feb 08, 2023	SELL	$45.61 - $46.84 $121,094 - $124,360	-2,655 Reduced 5.4%	46,506 $2.16 Million
Q3 2022 Nov 08, 2022	BUY	$45.93 - $47.9 $4,271 - $4,454	93 Added 0.19%	49,161 $2.27 Million
Q2 2022 Aug 05, 2022	SELL	$46.78 - $48.31 $82,894 - $85,605	-1,772 Reduced 3.49%	49,068 $2.33 Million
Q1 2022 May 11, 2022	BUY	$48.28 - $50.36 $4,586 - $4,784	95 Added 0.19%	50,840 $2.46 Million
Q4 2021 Jan 20, 2022	BUY	$50.4 - $51.06 $354,412 - $359,053	7,032 Added 16.09%	50,745 $2.56 Million
Q3 2021 Oct 21, 2021	SELL	$51.04 - $51.35 $80,490 - $80,978	-1,577 Reduced 3.48%	43,713 $2.23 Million
Q2 2021 Jul 21, 2021	SELL	$51.18 - $51.42 $792,419 - $796,135	-15,483 Reduced 25.48%	45,290 $2.32 Million
Q1 2021 Apr 28, 2021	BUY	$51.2 - $51.67 $1.57 Million - $1.59 Million	30,744 Added 102.38%	60,773 $3.12 Million
Q4 2020 Feb 02, 2021	BUY	$51.33 - $51.65 $36,392 - $36,619	709 Added 2.42%	30,029 $1.55 Million
Q3 2020 Nov 09, 2020	BUY	$51.36 - $51.69 $155,466 - $156,465	3,027 Added 11.51%	29,320 $1.51 Million
Q2 2020 Aug 07, 2020	BUY	$50.12 - $51.49 $1.32 Million - $1.35 Million	26,293 New	26,293 $1.35 Million

Others Institutions Holding ISTB

# of Institutions

387

Shares Held

57.7M

Call Options Held

Put Options Held

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Sound View Wealth Advisors Group, LLC Ihares Core 1 5 Years Usd Bond Transaction History