Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Sound View Wealth Advisors Group, LLC

$965 Million
Q2 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 503,132 shares of IBDW stock, worth $10.3 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

503,132

Previous 436,597 15.24%

Holding current value

$10.3 Million

Previous $8.95 Million 14.12%

% of portfolio

1.06%

Previous 0.96%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	BUY	$19.84 - $20.44 $1.32 Million - $1.36 Million	66,535 Added 15.24%	503,132 $10.2 Million
Q1 2024 May 09, 2024	BUY	$20.24 - $20.75 $2.04 Million - $2.09 Million	100,561 Added 29.93%	436,597 $8.95 Million
Q4 2023 Feb 08, 2024	BUY	$18.79 - $20.85 $6.31 Million - $7.01 Million	336,036 New	336,036 $6.98 Million

Others Institutions Holding IBDW

# of Institutions

149

Shares Held

39.2M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

More about IBDW

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Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History