Sound View Wealth Advisors Group, LLC ISHARES TR Transaction History

Sound View Wealth Advisors Group, LLC

  • $1.34 Billion
  • Q2 2025
Number of Shares
77,309
Previous 74,671 3.53%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
N/A
2,638 Added 3.53%
77,309 $0
Q1 2025

May 08, 2025
BUY
N/A
5,999 Added 8.74%
74,671 $0
Q4 2024

Feb 07, 2025
BUY
N/A
166 Added 0.24%
68,672 $0
Q3 2024

Nov 12, 2024
BUY
N/A
3,079 Added 4.71%
68,506 $0
Q2 2024

Aug 05, 2024
BUY
N/A
1,301 Added 2.03%
65,427 $0
Q1 2024

May 09, 2024
SELL
N/A
-1,923 Reduced 2.91%
64,126 $0
Q4 2023

Feb 08, 2024
BUY
N/A
66,049 New
66,049 $0
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