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

Sound View Wealth Advisors Group, LLC

$1.21 Billion
Q3 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 125,369 shares of IBMM stock, worth $3.27 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

125,369

Previous 121,826 2.91%

Holding current value

$3.27 Million

Previous $3.17 Million 3.12%

% of portfolio

0.27%

Previous 0.33%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$25.97 - $26.11 $92,011 - $92,507	3,543 Added 2.91%	125,369 $3.27 Million
Q2 2024 Aug 05, 2024	BUY	$25.91 - $26.05 $399,946 - $402,107	15,436 Added 14.51%	121,826 $3.17 Million
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	$25.46 - $25.87 $35,974 - $36,554	1,413 Added 6.13%	24,450 $629,000
Q3 2022 Nov 08, 2022	SELL	$25.41 - $26.18 $38,877 - $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

169

Shares Held

12.6M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2024 TER

Ticker IBMM
Sector ETFs
Industry ETFs

More about IBMM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Account

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