Sound View Wealth Advisors Group, LLC Ihares Core 1 5 Years Usd Bond Transaction History
Sound View Wealth Advisors Group, LLC
- $933 Million
- Q1 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 72,093 shares of ISTB stock, worth $3.41 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
72,093
Previous 79,458
9.27%
Holding current value
$3.41 Million
Previous $3.78 Million
9.5%
% of portfolio
0.37%
Previous 0.42%
Shares
16 transactions
Others Institutions Holding ISTB
# of Institutions
394Shares Held
58.9MCall Options Held
500Put Options Held
2K-
Acorns Advisers, LLC Irvine, CA9.23MShares$437 Million4.89% of portfolio
-
State Of Wisconsin Investment Board Madison, WI4.77MShares$226 Million0.62% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.22MShares$153 Million0.04% of portfolio
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Trust Point Inc. La Crosse, WI3.1MShares$147 Million11.56% of portfolio
-
Jpmorgan Chase & CO New York, NY1.9MShares$90.1 Million0.01% of portfolio