Sax Wealth Advisors, LLC Ishares Ibonds Dec 2025 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 2025 Term C stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 170,751 shares of IBDQ stock, worth $4.28 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

170,751

Previous 167,487 1.95%

Holding current value

$4.28 Million

Previous $4.16 Million 2.93%

% of portfolio

0.39%

Previous 0.4%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

381

Shares Held

80.3M

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