Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2025 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 2025 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 296,858 shares of IBTF stock, worth $6.93 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
296,858
Previous 27,702
971.61%
Holding current value
$6.93 Million
Previous $648,000
968.21%
% of portfolio
0.56%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IBTF
# of Institutions
311Shares Held
86.3MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH8.46MShares$197 Million1.32% of portfolio
-
Hm Payson & CO Portland, ME4.14MShares$96.5 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$86.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.69MShares$86.1 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.8MShares$65.3 Million1.36% of portfolio