Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2025 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 2025 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 134,554 shares of IBMN stock, worth $3.59 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

134,554

Previous 129,651 3.78%

Holding current value

$3.59 Million

Previous $3.43 Million 4.46%

% of portfolio

0.3%

Previous 0.36%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$26.42 - $26.67 $129,537 - $130,763	4,903 Added 3.78%	134,554 $3.59 Million
Q2 2024 Aug 05, 2024	BUY	$26.34 - $26.49 $444,619 - $447,151	16,880 Added 14.97%	129,651 $3.43 Million
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	$25.83 - $26.5 $36,988 - $37,948	1,432 Added 6.42%	23,741 $626,000
Q3 2022 Nov 08, 2022	SELL	$25.89 - $26.92 $38,110 - $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

167

Shares Held

17.9M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

Ticker IBMN
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Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History