Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 1,159,837 shares of IBDS stock, worth $28.1 Million. This represents 2.33% of its overall portfolio holdings.

Number of Shares

1,159,837

Previous 1,043,419 11.16%

Holding current value

$28.1 Million

Previous $25 Million 12.18%

% of portfolio

2.33%

Previous 2.04%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$23.9 - $24.18 $2.78 Million - $2.81 Million	116,418 Added 11.16%	1,159,837 $28 Million
Q4 2024 Feb 07, 2025	BUY	$23.88 - $24.32 $1.95 Million - $1.98 Million	81,603 Added 8.48%	1,043,419 $25 Million
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

397

Shares Held

101M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

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