Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 543,273 shares of IBDX stock, worth $13.6 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
543,273
Previous 299,033 81.68%
Holding current value
$13.6 Million
Previous $7.35 Million 84.71%
% of portfolio
1.13%
Previous 0.6%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$24.21 - $25.09 $5.91 Million - $6.13 Million
244,240 Added 81.68%
543,273 $13.6 Million
Q4 2024

Feb 07, 2025
BUY
$24.5 - $25.72 $7.33 Million - $7.69 Million
299,033 New
299,033 $7.35 Million

Others Institutions Holding IBDX

# of Institutions
148
Shares Held
35.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2032 TER

IBDX Quotes by TradingView
  • Ticker IBDX
  • Sector ETFs
  • Industry ETFs
More about IBDX
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