Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Sound View Wealth Advisors Group, LLC

  • $1.2 Billion
  • Q1 2025

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 1,409,703 shares of IBDR stock, worth $33.5 Million. This represents 2.78% of its overall portfolio holdings.

Number of Shares
1,409,703
Previous 1,307,356 7.83%
Holding current value
$33.5 Million
Previous $31 Million 7.83%
% of portfolio
2.78%
Previous 2.53%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
N/A
102,347 Added 7.83%
1,409,703 $33.5 Million
Q4 2024

Feb 07, 2025
BUY
N/A
109,202 Added 9.11%
1,307,356 $31 Million
Q3 2024

Nov 12, 2024
BUY
$23.75 - $23.75 $6.06 Million - $6.06 Million
255,214 Added 27.07%
1,198,154 $28.5 Million
Q2 2024

Aug 05, 2024
BUY
$23.65 - $23.82 $1.53 Million - $1.54 Million
64,508 Added 7.34%
942,940 $22.5 Million
Q1 2024

May 09, 2024
SELL
$23.76 - $23.98 $479,999 - $484,443
-20,202 Reduced 2.25%
878,432 $21 Million
Q4 2023

Feb 08, 2024
SELL
$23.15 - $23.9 $2.56 Million - $2.64 Million
-110,664 Reduced 10.96%
898,634 $21.5 Million
Q3 2023

Nov 07, 2023
BUY
$23.28 - $23.6 $3.94 Million - $3.99 Million
169,076 Added 20.12%
1,009,298 $23.5 Million
Q2 2023

Aug 08, 2023
BUY
$23.42 - $23.83 $741,922 - $754,910
31,679 Added 3.92%
840,222 $19.7 Million
Q1 2023

May 12, 2023
BUY
$23.14 - $23.86 $6.46 Million - $6.66 Million
278,991 Added 52.68%
808,543 $19.2 Million
Q4 2022

Feb 08, 2023
SELL
$22.9 - $23.61 $20,839 - $21,485
-910 Reduced 0.17%
529,552 $12.4 Million
Q3 2022

Nov 08, 2022
BUY
$23.21 - $24.34 $124,243 - $130,292
5,353 Added 1.02%
530,462 $12.3 Million
Q2 2022

Aug 05, 2022
BUY
$23.33 - $24.57 $42,647 - $44,913
1,828 Added 0.35%
525,109 $12.5 Million
Q1 2022

May 11, 2022
BUY
$24.49 - $26.0 $1.41 Million - $1.5 Million
57,531 Added 12.35%
523,281 $12.9 Million
Q4 2021

Jan 20, 2022
BUY
$25.98 - $26.52 $690,730 - $705,087
26,587 Added 6.05%
465,750 $12.1 Million
Q3 2021

Oct 21, 2021
BUY
$26.47 - $26.76 $3.8 Million - $3.85 Million
143,687 Added 48.63%
439,163 $11.6 Million
Q2 2021

Jul 21, 2021
BUY
$26.28 - $26.69 $6.95 Million - $7.06 Million
264,533 Added 854.9%
295,476 $7.86 Million
Q1 2021

Apr 28, 2021
BUY
$26.27 - $27.07 $43,345 - $44,665
1,650 Added 5.63%
30,943 $816,000
Q4 2020

Feb 02, 2021
SELL
$26.72 - $27.1 $2,591 - $2,628
-97 Reduced 0.33%
29,293 $794,000
Q3 2020

Nov 09, 2020
SELL
$26.64 - $27.04 $5,274 - $5,353
-198 Reduced 0.67%
29,390 $788,000
Q2 2020

Aug 07, 2020
SELL
$24.19 - $26.75 $5,128 - $5,671
-212 Reduced 0.71%
29,588 $789,000
Q1 2020

May 12, 2020
BUY
$22.21 - $26.46 $36,157 - $43,076
1,628 Added 5.78%
29,800 $732,000
Q4 2019

Jan 27, 2020
BUY
$25.21 - $25.58 $131,192 - $133,118
5,204 Added 22.66%
28,172 $720,000
Q3 2019

Nov 07, 2019
BUY
$24.85 - $25.68 $264,404 - $273,235
10,640 Added 86.31%
22,968 $585,000
Q2 2019

Aug 07, 2019
BUY
$24.06 - $25.06 $296,611 - $308,939
12,328 New
12,328 $309,000

Others Institutions Holding IBDR

# of Institutions
430
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBDR Quotes by TradingView
  • Ticker IBDR
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