Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2028 Ter 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 Dec 2028 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 77,767 shares of IBMQ stock, worth $1.95 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
77,767
Previous 81,164 4.19%
Holding current value
$1.95 Million
Previous $2.08 Million 5.35%
% of portfolio
0.21%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
116
Shares Held
11.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBMQ Quotes by TradingView
  • Ticker IBMQ
  • Sector ETFs
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