Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Sound View Wealth Advisors Group, LLC

  • $965 Million
  • Q2 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 502,849 shares of IBDU stock, worth $11.5 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
502,849
Previous 436,591 15.18%
Holding current value
$11.5 Million
Previous $9.96 Million 14.41%
% of portfolio
1.18%
Previous 1.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$22.29 - $22.77 $1.48 Million - $1.51 Million
66,258 Added 15.18%
502,849 $11.4 Million
Q1 2024

May 09, 2024
BUY
$22.61 - $23.1 $2.66 Million - $2.72 Million
117,868 Added 36.98%
436,591 $9.96 Million
Q4 2023

Feb 08, 2024
BUY
$21.44 - $23.11 $6.83 Million - $7.37 Million
318,723 New
318,723 $7.35 Million

Others Institutions Holding IBDU

# of Institutions
219
Shares Held
54.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

IBDU Quotes by TradingView
  • Ticker IBDU
  • Sector ETFs
  • Industry ETFs
More about IBDU
Track This Portfolio

Track Sound View Wealth Advisors Group, LLC Portfolio

Follow Sound View Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email