Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Sound View Wealth Advisors Group, LLC
- $1.2 Billion
- Q1 2025
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 447,972 shares of IBTF stock, worth $10.5 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
447,972
Previous 296,858
50.9%
Holding current value
$10.5 Million
Previous $6.92 Million
51.24%
% of portfolio
0.87%
Previous 0.56%
Shares
3 transactions
Others Institutions Holding IBTF
# of Institutions
313Shares Held
79.9MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.52MShares$106 Million1.89% of portfolio
-
Bank Of America Corp Charlotte, NC4.02MShares$94 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.88MShares$90.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.01MShares$70.3 Million0.03% of portfolio
-
Capital Investment Advisors, LLC2.75MShares$64.1 Million1.3% of portfolio