Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 676,437 shares of IBDU stock, worth $15.5 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

676,437

Previous 502,849 34.52%

Holding current value

$15.5 Million

Previous $11.4 Million 39.51%

% of portfolio

1.31%

Previous 1.18%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$22.51 - $23.57 $3.91 Million - $4.09 Million	173,588 Added 34.52%	676,437 $15.9 Million
Q2 2024 Aug 05, 2024	BUY	$22.29 - $22.77 $1.48 Million - $1.51 Million	66,258 Added 15.18%	502,849 $11.4 Million
Q1 2024 May 09, 2024	BUY	$22.61 - $23.1 $2.66 Million - $2.72 Million	117,868 Added 36.98%	436,591 $9.96 Million
Q4 2023 Feb 08, 2024	BUY	$21.44 - $23.11 $6.83 Million - $7.37 Million	318,723 New	318,723 $7.35 Million

Others Institutions Holding IBDU

# of Institutions

234

Shares Held

59.8M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TER

Ticker IBDU
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Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History