Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds December 202 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 December 202 stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 105,501 shares of IBMP stock, worth $2.64 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
105,501
Previous 109,875 3.98%
Holding current value
$2.64 Million
Previous $2.79 Million 4.94%
% of portfolio
0.28%
Previous 0.31%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$24.34 - $25.21 $20,956 - $21,705
-861 Reduced 3.95%
20,943 $525,000
Q3 2022

Nov 08, 2022
BUY
$24.62 - $25.71 $9,429 - $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

# of Institutions
127
Shares Held
15.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

IBMP Quotes by TradingView
  • Ticker IBMP
  • Sector ETFs
  • Industry ETFs
More about IBMP
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