Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Sound View Wealth Advisors Group, LLC
- $1.23 Billion
- Q4 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 1,043,419 shares of IBDS stock, worth $25.1 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
1,043,419
Previous 961,816
8.48%
Holding current value
$25.1 Million
Previous $23.4 Million
6.66%
% of portfolio
2.04%
Previous 1.93%
Shares
19 transactions
Others Institutions Holding IBDS
# of Institutions
384Shares Held
103MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$187 Million0.02% of portfolio
-
Gamma Investing LLC Foster City, CA4.59MShares$111 Million1.01% of portfolio
-
Capital Advisors Inc3.72MShares$89.6 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.6MShares$86.7 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.43MShares$82.6 Million6.94% of portfolio