A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 950,120 shares of IBDP stock, worth $23.9 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares
950,120
Previous 804,501 18.1%
Holding current value
$23.9 Million
Previous $20.2 Million 18.47%
% of portfolio
1.97%
Previous 2.1%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$25.04 - $25.21 $3.65 Million - $3.67 Million
145,619 Added 18.1%
950,120 $24 Million
Q2 2024

Aug 05, 2024

BUY
$24.98 - $25.13 $652,552 - $656,470
26,123 Added 3.36%
804,501 $20.2 Million
Q1 2024

May 09, 2024

SELL
$24.89 - $25.05 $699,906 - $704,406
-28,120 Reduced 3.49%
778,378 $19.5 Million
Q4 2023

Feb 08, 2024

SELL
$24.66 - $24.91 $1.36 Million - $1.37 Million
-55,043 Reduced 6.39%
806,498 $20.1 Million
Q3 2023

Nov 07, 2023

BUY
$24.53 - $24.74 $4.13 Million - $4.16 Million
168,312 Added 24.28%
861,541 $21.3 Million
Q2 2023

Aug 08, 2023

BUY
$24.51 - $24.65 $497,013 - $499,852
20,278 Added 3.01%
693,229 $17.1 Million
Q1 2023

May 12, 2023

BUY
$24.39 - $24.64 $6.66 Million - $6.73 Million
272,972 Added 68.25%
672,951 $16.5 Million
Q4 2022

Feb 08, 2023

BUY
$24.17 - $24.5 $175,667 - $178,066
7,268 Added 1.85%
399,979 $9.77 Million
Q3 2022

Nov 08, 2022

BUY
$24.3 - $24.9 $61,867 - $63,395
2,546 Added 0.65%
392,711 $9.56 Million
Q2 2022

Aug 05, 2022

BUY
$24.47 - $25.06 $312,016 - $319,540
12,751 Added 3.38%
390,165 $9.66 Million
Q1 2022

May 11, 2022

BUY
$25.0 - $25.95 $928,075 - $963,341
37,123 Added 10.91%
377,414 $9.47 Million
Q4 2021

Jan 20, 2022

BUY
$25.89 - $26.28 $688,777 - $699,153
26,604 Added 8.48%
340,291 $8.82 Million
Q3 2021

Oct 21, 2021

BUY
$26.27 - $26.39 $121,393 - $121,948
4,621 Added 1.5%
313,687 $8.25 Million
Q2 2021

Jul 21, 2021

BUY
$26.31 - $26.47 $809,821 - $814,746
30,780 Added 11.06%
309,066 $8.15 Million
Q1 2021

Apr 28, 2021

BUY
$26.3 - $26.59 $484,261 - $489,601
18,413 Added 7.09%
278,286 $7.34 Million
Q4 2020

Feb 02, 2021

BUY
$26.33 - $26.6 $149,659 - $151,194
5,684 Added 2.24%
259,873 $6.91 Million
Q3 2020

Nov 09, 2020

BUY
$26.33 - $26.57 $609,039 - $614,590
23,131 Added 10.01%
254,189 $6.72 Million
Q2 2020

Aug 07, 2020

BUY
$24.36 - $26.36 $398,261 - $430,959
16,349 Added 7.61%
231,058 $6.09 Million
Q1 2020

May 12, 2020

SELL
$21.83 - $26.32 $9,299 - $11,212
-426 Reduced 0.2%
214,709 $5.31 Million
Q4 2019

Jan 27, 2020

BUY
$25.53 - $25.8 $1.28 Million - $1.29 Million
50,191 Added 30.43%
215,135 $5.53 Million
Q3 2019

Nov 07, 2019

BUY
$25.42 - $25.69 $464,855 - $469,793
18,287 Added 12.47%
164,944 $4.24 Million
Q2 2019

Aug 07, 2019

BUY
N/A
146,657 New
146,657 $3.74 Million

Others Institutions Holding IBDP

About ISHARES IBONDS DEC 2024 TERM C


  • Ticker IBDP
  • Sector ETFs
  • Industry ETFs
More about IBDP
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