Sax Wealth Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Sax Wealth Advisors, LLC

  • $1.11 Billion
  • Q3 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 211,973 shares of IBDR stock, worth $5.03 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
211,973
Previous 188,871 12.23%
Holding current value
$5.03 Million
Previous $4.5 Million 11.92%
% of portfolio
0.45%
Previous 0.43%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$23.75 - $23.75 $548,672 - $548,672
23,102 Added 12.23%
211,973 $5.03 Million
Q2 2024

Jul 12, 2024
BUY
$23.65 - $23.82 $630,887 - $635,422
26,676 Added 16.45%
188,871 $4.5 Million
Q1 2024

May 13, 2024
BUY
$23.76 - $23.98 $957,670 - $966,537
40,306 Added 33.07%
162,195 $3.87 Million
Q4 2023

Feb 14, 2024
BUY
$23.15 - $23.9 $1.25 Million - $1.29 Million
53,802 Added 79.02%
121,889 $2.91 Million
Q3 2023

Nov 07, 2023
BUY
$23.28 - $23.6 $941,373 - $954,313
40,437 Added 146.25%
68,087 $1.59 Million
Q2 2023

Aug 10, 2023
BUY
$23.42 - $23.83 $647,563 - $658,899
27,650 New
27,650 $648,000

Others Institutions Holding IBDR

# of Institutions
373
Shares Held
89.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

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