Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Sound View Wealth Advisors Group, LLC
- $1.34 Billion
- Q2 2025
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 657,139 shares of IBDX stock, worth $16.9 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
657,139
Previous 543,273
20.96%
Holding current value
$16.9 Million
Previous $13.6 Million
22.41%
% of portfolio
1.24%
Previous 1.13%
Shares
3 transactions
Others Institutions Holding IBDX
# of Institutions
176Shares Held
37.9MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.26MShares$110 Million0.96% of portfolio
-
Capital Investment Advisors, LLC2.97MShares$76.5 Million1.31% of portfolio
-
Wells Fargo & Company San Francisco, CA2.68MShares$68.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.25MShares$57.9 Million0.0% of portfolio
-
First Interstate Bank Billings, MT1.99MShares$51.1 Million3.04% of portfolio