Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Sound View Wealth Advisors Group, LLC

  • $1.43 Billion
  • Q3 2025

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 102,895 shares of IBMQ stock, worth $2.62 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
102,895
Previous 112,390 8.45%
Holding current value
$2.62 Million
Previous $2.86 Million 7.6%
% of portfolio
0.18%
Previous 0.21%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$25.37 - $25.79 $240,888 - $244,876
-9,495 Reduced 8.45%
102,895 $2.64 Million
Q2 2025

Aug 07, 2025
BUY
$24.88 - $25.41 $588,063 - $600,590
23,636 Added 26.63%
112,390 $2.86 Million
Q1 2025

May 08, 2025
BUY
$25.08 - $25.39 $196,501 - $198,930
7,835 Added 9.68%
88,754 $2.24 Million
Q4 2024

Feb 07, 2025
SELL
$25.06 - $25.59 $1,553 - $1,586
-62 Reduced 0.08%
80,919 $2.04 Million
Q3 2024

Nov 12, 2024
BUY
$24.91 - $25.63 $96,476 - $99,264
3,873 Added 5.02%
80,981 $2.08 Million
Q2 2024

Aug 05, 2024
SELL
$24.81 - $25.19 $16,349 - $16,600
-659 Reduced 0.85%
77,108 $1.93 Million
Q1 2024

May 09, 2024
SELL
$25.27 - $25.61 $85,842 - $86,997
-3,397 Reduced 4.19%
77,767 $1.97 Million
Q4 2023

Feb 08, 2024
BUY
$24.26 - $25.61 $1.73 Million - $1.82 Million
71,107 Added 707.04%
81,164 $2.08 Million
Q3 2023

Nov 07, 2023
BUY
$24.41 - $25.28 $17,233 - $17,847
706 Added 7.55%
10,057 $245,000
Q2 2023

Aug 08, 2023
BUY
$24.9 - $25.77 $232,839 - $240,975
9,351 New
9,351 $235,000

Others Institutions Holding IBMQ

# of Institutions
178
Shares Held
18.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBMQ Quotes by TradingView
  • Ticker IBMQ
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