Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds December 202 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 December 202 stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 141,144 shares of IBMO stock, worth $3.59 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

141,144

Previous 135,721 4.0%

Holding current value

$3.59 Million

Previous $3.44 Million 5.38%

% of portfolio

0.3%

Previous 0.36%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$25.26 - $25.66 $136,984 - $139,154	5,423 Added 4.0%	141,144 $3.62 Million
Q2 2024 Aug 05, 2024	BUY	$25.16 - $25.33 $446,137 - $449,151	17,732 Added 15.03%	135,721 $3.44 Million
Q1 2024 May 09, 2024	SELL	$25.35 - $25.52 $150,604 - $151,614	-5,941 Reduced 4.79%	117,989 $2.99 Million
Q4 2023 Feb 08, 2024	BUY	$24.71 - $25.52 $1.59 Million - $1.64 Million	64,449 Added 108.35%	123,930 $3.16 Million
Q3 2023 Nov 07, 2023	BUY	$24.76 - $25.26 $73,661 - $75,148	2,975 Added 5.26%	59,481 $1.48 Million
Q2 2023 Aug 08, 2023	BUY	$24.96 - $25.63 $20,941 - $21,503	839 Added 1.51%	56,506 $1.42 Million
Q1 2023 May 12, 2023	BUY	$24.99 - $25.64 $477,608 - $490,031	19,112 Added 52.28%	55,667 $1.42 Million
Q4 2022 Feb 08, 2023	BUY	$24.52 - $25.33 $34,156 - $35,284	1,393 Added 3.96%	36,555 $921,000
Q3 2022 Nov 08, 2022	SELL	$24.63 - $25.76 $37,339 - $39,052	-1,516 Reduced 4.13%	35,162 $866,000
Q2 2022 Aug 05, 2022	BUY	$24.88 - $25.49 $133,406 - $136,677	5,362 Added 17.12%	36,678 $929,000
Q1 2022 May 11, 2022	BUY	$25.42 - $26.86 $105,162 - $111,119	4,137 Added 15.22%	31,316 $799,000
Q4 2021 Jan 20, 2022	SELL	$26.8 - $26.92 $67,509 - $67,811	-2,519 Reduced 8.48%	27,179 $730,000
Q3 2021 Oct 21, 2021	BUY	$26.88 - $27.14 $430,886 - $435,054	16,030 Added 117.28%	29,698 $798,000
Q2 2021 Jul 21, 2021	BUY	$26.77 - $27.05 $31,267 - $31,594	1,168 Added 9.34%	13,668 $369,000
Q1 2021 Apr 28, 2021	BUY	$26.74 - $27.23 $334,250 - $340,375	12,500 New	12,500 $335,000

Others Institutions Holding IBMO

# of Institutions

170

Shares Held

17.9M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DECEMBER 202

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Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds December 202 Transaction History