Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2023 Ter Transaction History

Sound View Wealth Advisors Group, LLC

$965 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	SELL	$25.39 - $25.49 $17,062 - $17,129	-672 Reduced 1.9%	34,608 $882,000
Q1 2023 May 12, 2023	BUY	$25.32 - $25.43 $330,020 - $331,454	13,034 Added 58.59%	35,280 $897,000
Q4 2022 Feb 08, 2023	SELL	$25.26 - $25.42 $21,521 - $21,657	-852 Reduced 3.69%	22,246 $563,000
Q3 2022 Nov 08, 2022	SELL	$25.25 - $25.56 $39,970 - $40,461	-1,583 Reduced 6.41%	23,098 $583,000
Q2 2022 Aug 05, 2022	BUY	$25.31 - $25.54 $133,155 - $134,365	5,261 Added 27.09%	24,681 $629,000
Q1 2022 May 11, 2022	BUY	$25.45 - $25.93 $106,508 - $108,517	4,185 Added 27.47%	19,420 $495,000
Q4 2021 Jan 20, 2022	BUY	$25.91 - $26.02 $58,116 - $58,362	2,243 Added 17.26%	15,235 $395,000
Q3 2021 Oct 21, 2021	BUY	$26.0 - $26.14 $337,792 - $339,610	12,992 New	12,992 $338,000

Others Institutions Holding IBML

# of Institutions

11

Shares Held

457K

Call Options Held

0

Put Options Held

0

About ISHARES TR IBONDS DEC 2023 TER

Ticker IBML
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