Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 696,080 shares of IBDW stock, worth $14.3 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

696,080

Previous 651,055 6.92%

Holding current value

$14.3 Million

Previous $13.8 Million 2.53%

% of portfolio

1.15%

Previous 1.14%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$20.28 - $21.2 $913,107 - $954,530	45,025 Added 6.92%	696,080 $14.2 Million
Q3 2024 Nov 12, 2024	BUY	$20.12 - $21.28 $2.98 Million - $3.15 Million	147,923 Added 29.4%	651,055 $13.8 Million
Q2 2024 Aug 05, 2024	BUY	$19.84 - $20.44 $1.32 Million - $1.36 Million	66,535 Added 15.24%	503,132 $10.2 Million
Q1 2024 May 09, 2024	BUY	$20.24 - $20.75 $2.04 Million - $2.09 Million	100,561 Added 29.93%	436,597 $8.95 Million
Q4 2023 Feb 08, 2024	BUY	$18.79 - $20.85 $6.31 Million - $7.01 Million	336,036 New	336,036 $6.98 Million

Others Institutions Holding IBDW

# of Institutions

182

Shares Held

54.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History