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

Sound View Wealth Advisors Group, LLC

$1.23 Billion
Q4 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 80,919 shares of IBMQ stock, worth $2.05 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

80,919

Previous 80,981 0.08%

Holding current value

$2.05 Million

Previous $2.08 Million 1.83%

% of portfolio

0.17%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

141

Shares Held

15.7M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBMQ
Sector ETFs
Industry ETFs

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