Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2025 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 2025 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 112,771 shares of IBMN stock, worth $2.98 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
112,771
Previous 118,443 4.79%
Holding current value
$2.98 Million
Previous $3.14 Million 5.12%
% of portfolio
0.32%
Previous 0.35%

Shares

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

May 09, 2024
SELL
$26.4 - $26.55 $149,740 - $150,591
-5,672 Reduced 4.79%
112,771 $2.98 Million
Q4 2023

Feb 08, 2024
BUY
$26.02 - $26.55 $1.68 Million - $1.72 Million
64,703 Added 120.4%
118,443 $3.14 Million
Q3 2023

Nov 07, 2023
BUY
$26.08 - $26.38 $75,971 - $76,844
2,913 Added 5.73%
53,740 $1.4 Million
Q2 2023

Aug 08, 2023
SELL
$26.14 - $26.64 $23,473 - $23,922
-898 Reduced 1.74%
50,827 $1.34 Million
Q1 2023

May 12, 2023
BUY
$26.16 - $26.7 $732,061 - $747,172
27,984 Added 117.87%
51,725 $1.38 Million
Q4 2022

Feb 08, 2023
BUY
$25.94 - $26.5 $37,146 - $37,948
1,432 Added 6.42%
23,741 $626,000
Q3 2022

Nov 08, 2022
SELL
$26.01 - $26.92 $38,286 - $39,626
-1,472 Reduced 6.19%
22,309 $578,000
Q2 2022

Aug 05, 2022
BUY
$26.16 - $26.71 $133,546 - $136,354
5,105 Added 27.33%
23,781 $633,000
Q1 2022

May 11, 2022
BUY
$26.58 - $27.86 $105,682 - $110,771
3,976 Added 27.05%
18,676 $498,000
Q4 2021

Jan 20, 2022
BUY
$27.84 - $27.95 $96,938 - $97,321
3,482 Added 31.04%
14,700 $410,000
Q3 2021

Oct 21, 2021
BUY
$27.95 - $28.15 $313,543 - $315,786
11,218 New
11,218 $314,000

Others Institutions Holding IBMN

# of Institutions
159
Shares Held
17.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

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