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 108,698 shares of IBMP stock, worth $2.73 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
108,698
Previous 104,864 3.66%
Holding current value
$2.73 Million
Previous $2.62 Million 5.49%
% of portfolio
0.23%
Previous 0.27%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$24.92 - $25.47 $95,543 - $97,651
3,834 Added 3.66%
108,698 $2.77 Million
Q2 2024

Aug 05, 2024

SELL
$24.83 - $25.08 $15,816 - $15,975
-637 Reduced 0.6%
104,864 $2.62 Million
Q1 2024

May 09, 2024

SELL
$25.17 - $25.41 $110,093 - $111,143
-4,374 Reduced 3.98%
105,501 $2.66 Million
Q4 2023

Feb 08, 2024

BUY
$24.36 - $25.42 $1.6 Million - $1.67 Million
65,732 Added 148.91%
109,875 $2.79 Million
Q3 2023

Nov 07, 2023

BUY
$24.48 - $25.15 $19,339 - $19,868
790 Added 1.82%
44,143 $1.08 Million
Q2 2023

Aug 08, 2023

BUY
$24.82 - $25.61 $25,018 - $25,814
1,008 Added 2.38%
43,353 $1.09 Million
Q1 2023

May 12, 2023

BUY
$24.89 - $25.65 $532,695 - $548,961
21,402 Added 102.19%
42,345 $1.08 Million
Q4 2022

Feb 08, 2023

SELL
$24.29 - $25.21 $20,913 - $21,705
-861 Reduced 3.95%
20,943 $525,000
Q3 2022

Nov 08, 2022

BUY
$24.39 - $25.71 $9,341 - $9,846
383 Added 1.79%
21,804 $532,000
Q2 2022

Aug 05, 2022

BUY
$24.68 - $25.42 $133,494 - $137,496
5,409 Added 33.78%
21,421 $539,000
Q1 2022

May 11, 2022

BUY
$25.38 - $27.0 $89,134 - $94,824
3,512 Added 28.1%
16,012 $407,000
Q1 2021

Apr 28, 2021

BUY
$26.83 - $27.45 $335,375 - $343,125
12,500 New
12,500 $337,000

Others Institutions Holding IBMP

About ISHARES TR IBONDS DECEMBER 202


  • Ticker IBMP
  • Sector ETFs
  • Industry ETFs
More about IBMP
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