Sax Wealth Advisors, LLC Ishares Ibonds Dec 2025 Term C Transaction History

Sax Wealth Advisors, LLC

$1.84 Billion
Q3 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 171,989 shares of IBDQ stock, worth $4.32 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

171,989

Previous 188,888 8.95%

Holding current value

$4.32 Million

Previous $4.76 Million 8.92%

% of portfolio

0.24%

Previous 0.29%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$25.09 - $25.19 $423,995 - $425,685	-16,899 Reduced 8.95%	171,989 $4.33 Million
Q2 2025 Jul 23, 2025	SELL	$25.04 - $25.18 $242,862 - $244,220	-9,699 Reduced 4.88%	188,888 $4.76 Million
Q1 2025 May 14, 2025	BUY	$25.05 - $25.16 $450,774 - $452,754	17,995 Added 9.96%	198,587 $4.99 Million
Q4 2024 Jan 15, 2025	BUY	$25.0 - $25.11 $246,025 - $247,107	9,841 Added 5.76%	180,592 $4.52 Million
Q3 2024 Oct 17, 2024	BUY	$24.78 - $25.11 $80,881 - $81,959	3,264 Added 1.95%	170,751 $4.29 Million
Q2 2024 Jul 12, 2024	BUY	$24.69 - $24.86 $271,194 - $273,062	10,984 Added 7.02%	167,487 $4.16 Million
Q1 2024 May 13, 2024	BUY	$24.7 - $24.84 $576,102 - $579,368	23,324 Added 17.51%	156,503 $3.88 Million
Q4 2023 Feb 14, 2024	BUY	$24.29 - $24.76 $627,289 - $639,427	25,825 Added 24.06%	133,179 $3.3 Million
Q3 2023 Nov 07, 2023	BUY	$24.29 - $24.48 $471,201 - $474,887	19,399 Added 22.06%	107,354 $2.62 Million
Q2 2023 Aug 10, 2023	BUY	$24.34 - $24.65 $1.36 Million - $1.38 Million	56,075 Added 175.89%	87,955 $2.14 Million
Q1 2023 May 05, 2023	BUY	$24.13 - $24.64 $769,264 - $785,523	31,880 New	31,880 $782,000

Others Institutions Holding IBDQ

# of Institutions

421

Shares Held

85.1M

Call Options Held

Put Options Held

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About ISHARES IBONDS DEC 2025 TERM C

Ticker IBDQ
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Sax Wealth Advisors, LLC Ishares Ibonds Dec 2025 Term C Transaction History