Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds December 202 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 December 202 stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 183,054 shares of IBMP stock, worth $4.64 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
183,054
Previous 145,721
25.62%
Holding current value
$4.64 Million
Previous $3.71 Million
25.05%
% of portfolio
0.32%
Previous 0.26%
Shares
17 transactions
Others Institutions Holding IBMP
# of Institutions
191Shares Held
20.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.16MShares$54.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.07MShares$27 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO955KShares$24.2 Million0.04% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH923KShares$23.4 Million0.32% of portfolio
-
High Tower Advisors, LLC Chicago, IL916KShares$23.2 Million0.03% of portfolio