Sound View Wealth Advisors Group, LLC Ishares Ibonds Dec 2025 Term C 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 Ibonds Dec 2025 Term C stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 1,599,171 shares of IBDQ stock, worth $40 Million. This represents 3.3% of its overall portfolio holdings.

Number of Shares

1,599,171

Previous 1,059,376 50.95%

Holding current value

$40 Million

Previous $26.3 Million 52.41%

% of portfolio

3.3%

Previous 2.73%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$24.78 - $25.11 $13.4 Million - $13.6 Million	539,795 Added 50.95%	1,599,171 $40.1 Million
Q2 2024 Aug 05, 2024	BUY	$24.69 - $24.86 $1.34 Million - $1.35 Million	54,193 Added 5.39%	1,059,376 $26.3 Million
Q1 2024 May 09, 2024	BUY	$24.7 - $24.84 $4.09 Million - $4.11 Million	165,610 Added 19.73%	1,005,183 $24.9 Million
Q4 2023 Feb 08, 2024	SELL	$24.29 - $24.76 $1.68 Million - $1.71 Million	-69,055 Reduced 7.6%	839,573 $20.8 Million
Q3 2023 Nov 07, 2023	BUY	$24.29 - $24.48 $3.94 Million - $3.97 Million	162,335 Added 21.75%	908,628 $22.1 Million
Q2 2023 Aug 08, 2023	SELL	$24.34 - $24.65 $18,133 - $18,364	-745 Reduced 0.1%	746,293 $18.2 Million
Q1 2023 May 12, 2023	BUY	$24.13 - $24.64 $6.47 Million - $6.61 Million	268,299 Added 56.04%	747,038 $18.3 Million
Q4 2022 Feb 08, 2023	SELL	$23.87 - $24.49 $56,619 - $58,090	-2,372 Reduced 0.49%	478,739 $11.6 Million
Q3 2022 Nov 08, 2022	BUY	$24.08 - $25.03 $163,647 - $170,103	6,796 Added 1.43%	481,111 $11.6 Million
Q2 2022 Aug 05, 2022	BUY	$24.37 - $25.22 $275,405 - $285,011	11,301 Added 2.44%	474,315 $11.7 Million
Q1 2022 May 11, 2022	BUY	$25.16 - $26.41 $1.39 Million - $1.46 Million	55,422 Added 13.6%	463,014 $11.7 Million
Q4 2021 Jan 20, 2022	BUY	$26.4 - $26.86 $903,434 - $919,176	34,221 Added 9.17%	407,592 $10.8 Million
Q3 2021 Oct 21, 2021	BUY	$26.83 - $27.09 $202,566 - $204,529	7,550 Added 2.06%	373,371 $10 Million
Q2 2021 Jul 21, 2021	BUY	$26.78 - $27.08 $1 Million - $1.01 Million	37,460 Added 11.41%	365,821 $9.87 Million
Q1 2021 Apr 28, 2021	SELL	$26.73 - $27.32 $226,376 - $231,373	-8,469 Reduced 2.51%	328,361 $8.81 Million
Q4 2020 Feb 02, 2021	BUY	$27.03 - $27.37 $258,568 - $261,821	9,566 Added 2.92%	336,830 $9.22 Million
Q3 2020 Nov 09, 2020	BUY	$26.94 - $27.28 $6.78 Million - $6.86 Million	251,621 Added 332.64%	327,264 $8.88 Million
Q2 2020 Aug 07, 2020	SELL	$24.65 - $26.99 $37,936 - $41,537	-1,539 Reduced 1.99%	75,643 $2.04 Million
Q1 2020 May 12, 2020	SELL	$22.67 - $26.73 $39,287 - $46,323	-1,733 Reduced 2.2%	77,182 $1.93 Million
Q4 2019 Jan 27, 2020	BUY	$25.74 - $26.03 $546,099 - $552,252	21,216 Added 36.77%	78,915 $2.05 Million
Q3 2019 Nov 07, 2019	BUY	$25.42 - $26.02 $318,309 - $325,822	12,522 Added 27.72%	57,699 $1.49 Million
Q2 2019 Aug 07, 2019	BUY	$24.71 - $25.61 $1.12 Million - $1.16 Million	45,177 New	45,177 $1.16 Million

Others Institutions Holding IBDQ

# of Institutions

396

Shares Held

82.5M

Call Options Held

Put Options Held

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About ISHARES IBONDS DEC 2025 TERM C

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Sound View Wealth Advisors Group, LLC Ishares Ibonds Dec 2025 Term C Transaction History