Ishares Tr shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in Ishares Tr
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All positions including Ishares Tr held by Sound View Wealth Advisors Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 988k | 22.15 |
| 2025-06-30 | $20M | 892k | 21.98 |
| 2025-03-31 | $17M | 758k | 21.72 |
| 2024-12-31 | $15M | 688k | 21.36 |
| 2024-09-30 | $14M | 646k | 22.17 |
| 2024-06-30 | $11M | 494k | 21.26 |
| 2024-03-31 | $9.2M | 431k | 21.40 |
| 2023-12-31 | $7.3M | 337k | 21.64 |
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