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

Sound View Wealth Advisors Group, LLC

$1.43 Billion
Q3 2025

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 954,062 shares of IBDW stock, worth $20.1 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares

954,062

Previous 885,244 7.77%

Holding current value

$20.1 Million

Previous $18.6 Million 8.7%

% of portfolio

1.41%

Previous 1.39%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$20.77 - $21.32 $1.43 Million - $1.47 Million	68,818 Added 7.77%	954,062 $20.2 Million
Q2 2025 Aug 07, 2025	BUY	$20.23 - $21.04 $2.32 Million - $2.41 Million	114,742 Added 14.89%	885,244 $18.6 Million
Q1 2025 May 08, 2025	BUY	$20.1 - $20.8 $1.5 Million - $1.55 Million	74,422 Added 10.69%	770,502 $16 Million
Q4 2024 Feb 07, 2025	BUY	$20.28 - $21.2 $913,107 - $954,530	45,025 Added 6.92%	696,080 $14.2 Million
Q3 2024 Nov 12, 2024	BUY	$20.12 - $21.28 $2.98 Million - $3.15 Million	147,923 Added 29.4%	651,055 $13.8 Million

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

250

Shares Held

75.6M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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