Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Sound View Wealth Advisors Group, LLC
- $1.34 Billion
- Q2 2025
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 241,272 shares of IBTG stock, worth $5.52 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
241,272Holding current value
$5.52 Million% of portfolio
0.41%Shares
1 transactions
Others Institutions Holding IBTG
# of Institutions
292Shares Held
67.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.71MShares$108 Million1.93% of portfolio
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Kovitz Investment Group Partners, LLC4.58MShares$105 Million0.58% of portfolio
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Morgan Stanley New York, NY3.94MShares$90 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC3.25MShares$74.2 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA2.76MShares$63.1 Million0.01% of portfolio