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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

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Quarterly 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