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 1,198,154 shares of IBDR stock, worth $28.5 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares
1,198,154
Previous 942,940 27.07%
Holding current value
$28.5 Million
Previous $22.5 Million 26.7%
% of portfolio
2.34%
Previous 2.33%

Shares

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

Nov 12, 2024

BUY
$23.75 - $23.75 $6.06 Million - $6.06 Million
255,214 Added 27.07%
1,198,154 $28.5 Million
Q2 2024

Aug 05, 2024

BUY
$23.65 - $23.82 $1.53 Million - $1.54 Million
64,508 Added 7.34%
942,940 $22.5 Million
Q1 2024

May 09, 2024

SELL
$23.76 - $23.98 $479,999 - $484,443
-20,202 Reduced 2.25%
878,432 $21 Million
Q4 2023

Feb 08, 2024

SELL
$23.15 - $23.9 $2.56 Million - $2.64 Million
-110,664 Reduced 10.96%
898,634 $21.5 Million
Q3 2023

Nov 07, 2023

BUY
$23.28 - $23.6 $3.94 Million - $3.99 Million
169,076 Added 20.12%
1,009,298 $23.5 Million
Q2 2023

Aug 08, 2023

BUY
$23.42 - $23.83 $741,922 - $754,910
31,679 Added 3.92%
840,222 $19.7 Million
Q1 2023

May 12, 2023

BUY
$23.14 - $23.86 $6.46 Million - $6.66 Million
278,991 Added 52.68%
808,543 $19.2 Million
Q4 2022

Feb 08, 2023

SELL
$22.9 - $23.61 $20,839 - $21,485
-910 Reduced 0.17%
529,552 $12.4 Million
Q3 2022

Nov 08, 2022

BUY
$23.21 - $24.34 $124,243 - $130,292
5,353 Added 1.02%
530,462 $12.3 Million
Q2 2022

Aug 05, 2022

BUY
$23.33 - $24.57 $42,647 - $44,913
1,828 Added 0.35%
525,109 $12.5 Million
Q1 2022

May 11, 2022

BUY
$24.49 - $26.0 $1.41 Million - $1.5 Million
57,531 Added 12.35%
523,281 $12.9 Million
Q4 2021

Jan 20, 2022

BUY
$25.98 - $26.52 $690,730 - $705,087
26,587 Added 6.05%
465,750 $12.1 Million
Q3 2021

Oct 21, 2021

BUY
$26.47 - $26.76 $3.8 Million - $3.85 Million
143,687 Added 48.63%
439,163 $11.6 Million
Q2 2021

Jul 21, 2021

BUY
$26.28 - $26.69 $6.95 Million - $7.06 Million
264,533 Added 854.9%
295,476 $7.86 Million
Q1 2021

Apr 28, 2021

BUY
$26.27 - $27.07 $43,345 - $44,665
1,650 Added 5.63%
30,943 $816,000
Q4 2020

Feb 02, 2021

SELL
$26.72 - $27.1 $2,591 - $2,628
-97 Reduced 0.33%
29,293 $794,000
Q3 2020

Nov 09, 2020

SELL
$26.64 - $27.04 $5,274 - $5,353
-198 Reduced 0.67%
29,390 $788,000
Q2 2020

Aug 07, 2020

SELL
$24.19 - $26.75 $5,128 - $5,671
-212 Reduced 0.71%
29,588 $789,000
Q1 2020

May 12, 2020

BUY
$22.21 - $26.46 $36,157 - $43,076
1,628 Added 5.78%
29,800 $732,000
Q4 2019

Jan 27, 2020

BUY
$25.21 - $25.58 $131,192 - $133,118
5,204 Added 22.66%
28,172 $720,000
Q3 2019

Nov 07, 2019

BUY
$24.85 - $25.68 $264,404 - $273,235
10,640 Added 86.31%
22,968 $585,000
Q2 2019

Aug 07, 2019

BUY
$24.06 - $25.06 $296,611 - $308,939
12,328 New
12,328 $309,000

Others Institutions Holding IBDR

About ISHARES TR IBONDS DEC 2026 TER


  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
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