Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds December 202 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 December 202 stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 140,526 shares of IBMO stock, worth $3.59 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
140,526
Previous 141,144 0.44%
Holding current value
$3.59 Million
Previous $3.62 Million 1.22%
% of portfolio
0.29%
Previous 0.3%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$25.4 - $25.62 $15,697 - $15,833
-618 Reduced 0.44%
140,526 $3.58 Million
Q3 2024

Nov 12, 2024
BUY
$25.26 - $25.66 $136,984 - $139,154
5,423 Added 4.0%
141,144 $3.62 Million
Q2 2024

Aug 05, 2024
BUY
$25.16 - $25.33 $446,137 - $449,151
17,732 Added 15.03%
135,721 $3.44 Million
Q1 2024

May 09, 2024
SELL
$25.35 - $25.52 $150,604 - $151,614
-5,941 Reduced 4.79%
117,989 $2.99 Million
Q4 2023

Feb 08, 2024
BUY
$24.71 - $25.52 $1.59 Million - $1.64 Million
64,449 Added 108.35%
123,930 $3.16 Million
Q3 2023

Nov 07, 2023
BUY
$24.76 - $25.26 $73,661 - $75,148
2,975 Added 5.26%
59,481 $1.48 Million
Q2 2023

Aug 08, 2023
BUY
$24.96 - $25.63 $20,941 - $21,503
839 Added 1.51%
56,506 $1.42 Million
Q1 2023

May 12, 2023
BUY
$24.99 - $25.64 $477,608 - $490,031
19,112 Added 52.28%
55,667 $1.42 Million
Q4 2022

Feb 08, 2023
BUY
$24.52 - $25.33 $34,156 - $35,284
1,393 Added 3.96%
36,555 $921,000
Q3 2022

Nov 08, 2022
SELL
$24.63 - $25.76 $37,339 - $39,052
-1,516 Reduced 4.13%
35,162 $866,000
Q2 2022

Aug 05, 2022
BUY
$24.88 - $25.49 $133,406 - $136,677
5,362 Added 17.12%
36,678 $929,000
Q1 2022

May 11, 2022
BUY
$25.42 - $26.86 $105,162 - $111,119
4,137 Added 15.22%
31,316 $799,000
Q4 2021

Jan 20, 2022
SELL
$26.8 - $26.92 $67,509 - $67,811
-2,519 Reduced 8.48%
27,179 $730,000
Q3 2021

Oct 21, 2021
BUY
$26.88 - $27.14 $430,886 - $435,054
16,030 Added 117.28%
29,698 $798,000
Q2 2021

Jul 21, 2021
BUY
$26.77 - $27.05 $31,267 - $31,594
1,168 Added 9.34%
13,668 $369,000
Q1 2021

Apr 28, 2021
BUY
$26.74 - $27.23 $334,250 - $340,375
12,500 New
12,500 $335,000

Others Institutions Holding IBMO

# of Institutions
192
Shares Held
19.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

IBMO Quotes by TradingView
  • Ticker IBMO
  • Sector ETFs
  • Industry ETFs
More about IBMO
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