Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds December 202 Transaction History
Sound View Wealth Advisors Group, LLC
- $1.34 Billion
- Q2 2025
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 154,864 shares of IBMP stock, worth $3.94 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
154,864
Previous 121,869
27.07%
Holding current value
$3.94 Million
Previous $3.08 Million
27.44%
% of portfolio
0.29%
Previous 0.26%
Shares
15 transactions
Others Institutions Holding IBMP
# of Institutions
179Shares Held
19.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.95MShares$49.7 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.01MShares$25.7 Million0.04% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH871KShares$22.1 Million0.35% of portfolio
-
Envestnet Asset Management Inc866KShares$22 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO834KShares$21.2 Million0.05% of portfolio