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Sound View Wealth Advisors Group, LLC
> IBDR
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | iSHARES TRUST | IBDR | 840,222 | 31,679 | 19,720,022,000 | 533,287,000 | $23,470.01 |
03/31/2023 | iSHARES TRUST | IBDR | 808,543 | 278,081 | 19,186,735,000 | 19,174,481,000 | $23,730.01 |
09/30/2022 | iSHARES TRUST | IBDR | 530,462 | 5,353 | 12,254,000 | -238,000 | $23.10 |
06/30/2022 | iSHARES TRUST | IBDR | 525,109 | 1,828 | 12,492,000 | -407,000 | $23.79 |
03/31/2022 | iSHARES TRUST | IBDR | 523,281 | 57,531 | 12,899,000 | 757,000 | $24.65 |
12/31/2021 | iSHARES TRUST | IBDR | 465,750 | 26,587 | 12,142,000 | 504,000 | $26.07 |
09/30/2021 | iSHARES TRUST | IBDR | 439,163 | 409,870 | 11,638,000 | 10,844,000 | $26.50 |
06/30/2021 | iSHARES TRUST | IBDR | 295,476 | 266,183 | 7,863,000 | 7,069,000 | $26.61 |
12/31/2020 | iSHARES TRUST | IBDR | 29,293 | -97 | 794,000 | 6,000 | $27.11 |
09/30/2020 | iSHARES TRUST | IBDR | 29,390 | -198 | 788,000 | -1,000 | $26.81 |
06/30/2020 | iSHARES TRUST | IBDR | 29,588 | -212 | 789,000 | 57,000 | $26.67 |
03/31/2020 | iSHARES TRUST | IBDR | 29,800 | 1,628 | 732,000 | 12,000 | $24.56 |
12/31/2019 | iSHARES TRUST | IBDR | 28,172 | 5,204 | 720,000 | 135,000 | $25.56 |
09/30/2019 | iSHARES TRUST | IBDR | 22,968 | 10,640 | 585,000 | 276,000 | $25.47 |
06/30/2019 | iSHARES TRUST | IBDR | 12,328 | 12,328 | 309,000 | 309,000 | $25.06 |
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