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

Sound View Wealth Advisors Group, LLC

$933 Million
Q1 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 3,372 shares of IVV stock, worth $1.87 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

3,372

Previous 3,488 3.33%

Holding current value

$1.87 Million

Previous $1.67 Million 6.43%

% of portfolio

0.19%

Previous 0.18%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$374.51 - $409.32 $1,123 - $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

3,250

Shares Held

623M

Call Options Held

794K

Put Options Held

622K

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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