Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Sound View Wealth Advisors Group, LLC

  • $933 Million
  • Q1 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 106,390 shares of IBMM stock, worth $2.77 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
106,390
Previous 113,139 5.97%
Holding current value
$2.77 Million
Previous $2.93 Million 5.9%
% of portfolio
0.3%
Previous 0.33%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$25.9 - $25.98 $174,799 - $175,339
-6,749 Reduced 5.97%
106,390 $2.76 Million
Q4 2023

Feb 08, 2024
BUY
$25.65 - $25.93 $1.69 Million - $1.71 Million
65,899 Added 139.5%
113,139 $2.93 Million
Q3 2023

Nov 07, 2023
BUY
$25.67 - $25.78 $74,982 - $75,303
2,921 Added 6.59%
47,240 $1.21 Million
Q2 2023

Aug 08, 2023
SELL
$25.61 - $25.89 $23,356 - $23,611
-912 Reduced 2.02%
44,319 $1.14 Million
Q1 2023

May 12, 2023
BUY
$25.61 - $25.94 $532,201 - $539,059
20,781 Added 84.99%
45,231 $1.17 Million
Q4 2022

Feb 08, 2023
BUY
$25.53 - $25.87 $36,073 - $36,554
1,413 Added 6.13%
24,450 $629,000
Q3 2022

Nov 08, 2022
SELL
$25.55 - $26.18 $39,091 - $40,055
-1,530 Reduced 6.23%
23,037 $588,000
Q2 2022

Aug 05, 2022
BUY
$25.67 - $26.04 $133,406 - $135,329
5,197 Added 26.83%
24,567 $639,000
Q1 2022

May 11, 2022
BUY
$25.96 - $26.83 $106,150 - $109,707
4,089 Added 26.76%
19,370 $504,000
Q4 2021

Jan 20, 2022
BUY
$26.81 - $26.95 $71,877 - $72,252
2,681 Added 21.28%
15,281 $410,000
Q3 2021

Oct 21, 2021
BUY
$26.94 - $27.08 $339,444 - $341,208
12,600 New
12,600 $339,000

Others Institutions Holding IBMM

# of Institutions
168
Shares Held
16.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

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