Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Sound View Wealth Advisors Group, LLC

  • $1.21 Billion
  • Q3 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 961,816 shares of IBDS stock, worth $23.1 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares
961,816
Previous 764,678 25.78%
Holding current value
$23.1 Million
Previous $18.1 Million 29.18%
% of portfolio
1.93%
Previous 1.88%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$23.63 - $24.42 $4.66 Million - $4.81 Million
197,138 Added 25.78%
961,816 $23.4 Million
Q2 2024

Aug 05, 2024
BUY
$23.48 - $23.77 $523,604 - $530,071
22,300 Added 3.0%
764,678 $18.1 Million
Q1 2024

May 09, 2024
SELL
$23.67 - $24.03 $89,117 - $90,472
-3,765 Reduced 0.5%
742,378 $17.7 Million
Q4 2023

Feb 08, 2024
SELL
$22.84 - $23.94 $1.07 Million - $1.12 Million
-46,812 Reduced 5.9%
746,143 $17.9 Million
Q3 2023

Nov 07, 2023
BUY
$23.07 - $23.6 $3.01 Million - $3.08 Million
130,529 Added 19.7%
792,955 $18.3 Million
Q2 2023

Aug 08, 2023
BUY
$23.39 - $23.94 $718,564 - $735,460
30,721 Added 4.86%
662,426 $15.6 Million
Q1 2023

May 12, 2023
BUY
$23.15 - $24.01 $5.61 Million - $5.82 Million
242,364 Added 62.25%
631,705 $15 Million
Q4 2022

Feb 08, 2023
SELL
$22.55 - $23.67 $6,562 - $6,887
-291 Reduced 0.07%
389,341 $9.1 Million
Q3 2022

Nov 08, 2022
BUY
$22.77 - $24.53 $252,268 - $271,767
11,079 Added 2.93%
389,632 $8.96 Million
Q2 2022

Aug 05, 2022
BUY
$23.33 - $24.86 $533,137 - $568,100
22,852 Added 6.42%
378,553 $9.04 Million
Q1 2022

May 11, 2022
BUY
$24.73 - $26.48 $8.41 Million - $9.01 Million
340,248 Added 2201.82%
355,701 $8.87 Million
Q4 2021

Jan 20, 2022
SELL
$26.38 - $27.03 $42,814 - $43,869
-1,623 Reduced 9.5%
15,453 $410,000
Q2 2021

Jul 21, 2021
SELL
$26.65 - $27.15 $2,958 - $3,013
-111 Reduced 0.65%
17,076 $462,000
Q4 2020

Feb 02, 2021
BUY
$27.04 - $27.57 $6,056 - $6,175
224 Added 1.32%
17,187 $474,000
Q3 2020

Nov 09, 2020
BUY
$26.95 - $27.49 $20,212 - $20,617
750 Added 4.63%
16,963 $460,000
Q2 2020

Aug 07, 2020
BUY
$24.26 - $27.02 $1,358 - $1,513
56 Added 0.35%
16,213 $437,000
Q4 2019

Jan 27, 2020
BUY
$25.68 - $26.07 $44,066 - $44,736
1,716 Added 11.88%
16,157 $420,000
Q3 2019

Nov 07, 2019
BUY
$25.24 - $26.19 $364,490 - $378,209
14,441 New
14,441 $374,000

Others Institutions Holding IBDS

# of Institutions
340
Shares Held
82.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBDS Quotes by TradingView
  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
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