Sax Wealth Advisors, LLC Ishares Ibonds Dec 2024 Term C Transaction History

Sax Wealth Advisors, LLC

$1.11 Billion
Q3 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 113,009 shares of IBDP stock, worth $2.85 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

113,009

Previous 116,044 2.62%

Holding current value

$2.85 Million

Previous $2.92 Million 2.33%

% of portfolio

0.26%

Previous 0.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$25.04 - $25.21 $75,996 - $76,512	-3,035 Reduced 2.62%	113,009 $2.85 Million
Q2 2024 Jul 12, 2024	BUY	$24.98 - $25.13 $136,815 - $137,637	5,477 Added 4.95%	116,044 $2.92 Million
Q1 2024 May 13, 2024	BUY	$24.89 - $25.05 $143,839 - $144,763	5,779 Added 5.51%	110,567 $2.77 Million
Q4 2023 Feb 14, 2024	BUY	$24.66 - $24.91 $261,519 - $264,170	10,605 Added 11.26%	104,788 $2.61 Million
Q3 2023 Nov 07, 2023	BUY	$24.53 - $24.74 $145,364 - $146,609	5,926 Added 6.71%	94,183 $2.33 Million
Q2 2023 Aug 10, 2023	BUY	$24.51 - $24.65 $1.02 Million - $1.03 Million	41,807 Added 90.0%	88,257 $2.17 Million
Q1 2023 May 05, 2023	BUY	$24.39 - $24.64 $589,628 - $595,672	24,175 Added 108.53%	46,450 $1.14 Million
Q4 2022 Feb 06, 2023	BUY	$24.17 - $24.5 $538,386 - $545,737	22,275 New	22,275 $543,000

Others Institutions Holding IBDP

# of Institutions

366

Shares Held

67.2M

Call Options Held

Put Options Held

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About ISHARES IBONDS DEC 2024 TERM C

Ticker IBDP
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Sax Wealth Advisors, LLC Ishares Ibonds Dec 2024 Term C Transaction History