Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Sound View Wealth Advisors Group, LLC
- $1.47 Billion
- Q4 2025
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 494,443 shares of IBTG stock, worth $11.3 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
494,443
Previous 291,746
69.48%
Holding current value
$11.3 Million
Previous $6.7 Million
69.11%
% of portfolio
0.77%
Previous 0.47%
Shares
3 transactions
Others Institutions Holding IBTG
# of Institutions
312Shares Held
78.6MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio