Sound View Wealth Advisors Group, LLC Ishares Ibonds Dec 2022 Term C Transaction History

Sound View Wealth Advisors Group, LLC

$1.21 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 08, 2022	SELL	N/A	-2,985 Reduced 7.38%	37,479 $938,000
Q2 2022 Aug 05, 2022	SELL	N/A	-2,661 Reduced 6.17%	40,464 $1.01 Million
Q1 2022 May 11, 2022	SELL	N/A	-106,109 Reduced 71.1%	43,125 $1.08 Million
Q4 2021 Jan 20, 2022	SELL	N/A	-195,600 Reduced 56.72%	149,234 $3.75 Million
Q3 2021 Oct 21, 2021	SELL	N/A	-6,928 Reduced 1.97%	344,834 $8.73 Million
Q2 2021 Jul 21, 2021	BUY	N/A	32,868 Added 10.31%	351,762 $8.94 Million
Q1 2021 Apr 28, 2021	BUY	N/A	19,228 Added 6.42%	318,894 $8.12 Million
Q4 2020 Feb 02, 2021	BUY	N/A	5,424 Added 1.84%	299,666 $7.66 Million
Q3 2020 Nov 09, 2020	BUY	N/A	21,434 Added 7.86%	294,242 $7.54 Million
Q2 2020 Aug 07, 2020	BUY	N/A	28,490 Added 11.66%	272,808 $7.01 Million
Q1 2020 May 12, 2020	BUY	N/A	1,898 Added 0.78%	244,318 $6.06 Million
Q4 2019 Jan 27, 2020	BUY	N/A	53,014 Added 27.99%	242,420 $6.13 Million
Q3 2019 Nov 07, 2019	BUY	N/A	24,911 Added 15.14%	189,406 $4.8 Million
Q2 2019 Aug 07, 2019	BUY	N/A	164,495 New	164,495 $4.15 Million

Others Institutions Holding IBDN

# of Institutions

4

Shares Held

90.4K

Call Options Held

0

Put Options Held

0

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