Sound View Wealth Advisors Group, LLC Ishares Core S&P 500 ETF Transaction History

Sound View Wealth Advisors Group, LLC

$1.23 Billion
Q4 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 5,463 shares of IVV stock, worth $3.3 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

5,463

Previous 5,556 1.67%

Holding current value

$3.3 Million

Previous $3.2 Million 0.34%

% of portfolio

0.26%

Previous 0.26%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$570.51 - $610.59 $53,057 - $56,784	-93 Reduced 1.67%	5,463 $3.22 Million
Q3 2024 Nov 12, 2024	BUY	$520.18 - $576.82 $1.12 Million - $1.24 Million	2,149 Added 63.08%	5,556 $3.2 Million
Q2 2024 Aug 05, 2024	BUY	$497.53 - $549.64 $17,413 - $19,237	35 Added 1.04%	3,407 $1.86 Million
Q1 2024 May 09, 2024	SELL	$469.56 - $525.73 $54,468 - $60,984	-116 Reduced 3.33%	3,372 $1.77 Million
Q4 2023 Feb 08, 2024	BUY	$412.55 - $479.0 $1,650 - $1,916	4 Added 0.11%	3,488 $1.67 Million
Q3 2023 Nov 07, 2023	BUY	$427.76 - $460.18 $171,531 - $184,532	401 Added 13.01%	3,484 $1.5 Million
Q2 2023 Aug 08, 2023	SELL	$406.17 - $445.71 $254,668 - $279,460	-627 Reduced 16.9%	3,083 $1.37 Million
Q1 2023 May 12, 2023	BUY	$381.13 - $418.66 $69,365 - $76,196	182 Added 5.16%	3,710 $1.53 Million
Q4 2022 Feb 08, 2023	BUY	$357.98 - $409.32 $1,073 - $1,227	3 Added 0.09%	3,528 $1.36 Million
Q2 2022 Aug 05, 2022	BUY	$366.99 - $458.8 $664,985 - $831,345	1,812 Added 105.78%	3,525 $1.34 Million
Q4 2021 Jan 20, 2022	SELL	$430.29 - $479.53 $6,454 - $7,192	-15 Reduced 0.87%	1,713 $817,000
Q2 2021 Jul 21, 2021	BUY	$402.08 - $429.92 $804 - $859	2 Added 0.12%	1,728 $743,000
Q4 2020 Feb 02, 2021	BUY	$327.62 - $375.39 $327 - $375	1 Added 0.06%	1,726 $648,000
Q3 2020 Nov 09, 2020	BUY	$311.81 - $359.24 $311 - $359	1 Added 0.06%	1,725 $580,000
Q2 2020 Aug 07, 2020	BUY	$246.8 - $324.4 $493 - $648	2 Added 0.12%	1,724 $534,000
Q4 2019 Jan 27, 2020	SELL	$289.63 - $324.32 $55,898 - $62,593	-193 Reduced 10.08%	1,722 $557,000
Q2 2019 Aug 07, 2019	BUY	$276.38 - $296.02 $529,267 - $566,878	1,915 New	1,915 $564,000

Others Institutions Holding IVV

# of Institutions

3,675

Shares Held

727M

Call Options Held

1.44M

Put Options Held

1.1M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

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.

Account

Sound View Wealth Advisors Group, LLC Ishares Core S&P 500 ETF Transaction History