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

Sax Wealth Advisors, LLC

  • $1.37 Billion
  • Q1 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 198,587 shares of IBDQ stock, worth $5 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
198,587
Previous 180,592 9.96%
Holding current value
$5 Million
Previous $4.52 Million 10.41%
% of portfolio
0.36%
Previous 0.36%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
434
Shares Held
102M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2025 TERM C

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