Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2026 Ter 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 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
Others Institutions Holding IBDR
# of Institutions
373Shares Held
89.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.84MShares$186 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.33MShares$127 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.59MShares$85.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.02MShares$71.7 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.16MShares$51.3 Million0.02% of portfolio