Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Sound View Wealth Advisors Group, LLC

  • $1.21 Billion
  • Q3 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 424,207 shares of IBTE stock, worth $10.2 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
424,207
Previous 370,695 14.44%
Holding current value
$10.2 Million
Previous $8.89 Million 14.52%
% of portfolio
0.84%
Previous 0.92%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$23.88 - $24.01 $1.28 Million - $1.28 Million
53,512 Added 14.44%
424,207 $10.2 Million
Q2 2024

Aug 05, 2024
BUY
$23.85 - $23.98 $568,202 - $571,299
23,824 Added 6.87%
370,695 $8.89 Million
Q1 2024

May 09, 2024
BUY
$23.85 - $23.95 $176,418 - $177,158
7,397 Added 2.18%
346,871 $8.3 Million
Q4 2023

Feb 08, 2024
BUY
$23.75 - $23.91 $1.34 Million - $1.35 Million
56,573 Added 20.0%
339,474 $8.1 Million
Q3 2023

Nov 07, 2023
BUY
$23.72 - $23.85 $1.92 Million - $1.93 Million
81,023 Added 40.13%
282,901 $6.74 Million
Q2 2023

Aug 08, 2023
BUY
$23.77 - $24.01 $1.19 Million - $1.2 Million
49,855 Added 32.79%
201,878 $4.8 Million
Q1 2023

May 12, 2023
BUY
$23.67 - $24.08 $2.13 Million - $2.16 Million
89,884 Added 144.65%
152,023 $3.65 Million
Q4 2022

Feb 08, 2023
BUY
$23.73 - $23.95 $1.47 Million - $1.49 Million
62,139 New
62,139 $1.48 Million

Others Institutions Holding IBTE

# of Institutions
295
Shares Held
61.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

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