Sound View Wealth Advisors Group, LLC Ishares Barclays 1 3 Year Trea 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 Barclays 1 3 Year Trea stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 10,000 shares of SHY stock, worth $820,300. This represents 0.07% of its overall portfolio holdings.

Number of Shares

10,000

Previous 9,939 0.61%

Holding current value

$820,300

Previous $811,000 2.47%

% of portfolio

0.07%

Previous 0.08%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$81.31 - $83.29 $4,959 - $5,080	61 Added 0.61%	10,000 $831,000
Q2 2024 Aug 05, 2024	SELL	$81.05 - $81.66 $1,215 - $1,224	-15 Reduced 0.15%	9,939 $811,000
Q1 2024 May 09, 2024	SELL	$81.49 - $82.34 $2,037 - $2,058	-25 Reduced 0.25%	9,954 $814,000
Q3 2023 Nov 07, 2023	BUY	$80.71 - $81.38 $2,017 - $2,034	25 Added 0.25%	9,979 $807,000
Q1 2023 May 12, 2023	BUY	$80.51 - $82.52 $801,396 - $821,404	9,954 New	9,954 $817,000

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

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About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Sound View Wealth Advisors Group, LLC Ishares Barclays 1 3 Year Trea Transaction History