Sax Wealth Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Sax Wealth Advisors, LLC

$1.63 Billion
Q2 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 223,860 shares of IBDS stock, worth $5.42 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

223,860

Previous 232,536 3.73%

Holding current value

$5.42 Million

Previous $5.62 Million 3.36%

% of portfolio

0.33%

Previous 0.41%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$23.96 - $24.27 $207,876 - $210,566	-8,676 Reduced 3.73%	223,860 $5.43 Million
Q1 2025 May 14, 2025	BUY	$23.9 - $24.18 $709,519 - $717,831	29,687 Added 14.64%	232,536 $5.62 Million
Q4 2024 Jan 15, 2025	BUY	$23.88 - $24.32 $1.16 Million - $1.18 Million	48,686 Added 31.58%	202,849 $4.86 Million
Q3 2024 Oct 17, 2024	BUY	$23.63 - $24.42 $591,671 - $611,452	25,039 Added 19.39%	154,163 $3.76 Million
Q2 2024 Jul 12, 2024	BUY	$23.48 - $23.77 $577,490 - $584,623	24,595 Added 23.53%	129,124 $3.06 Million
Q1 2024 May 13, 2024	BUY	$23.67 - $24.03 $422,556 - $428,983	17,852 Added 20.6%	104,529 $2.49 Million
Q4 2023 Feb 14, 2024	BUY	$22.84 - $23.94 $1.75 Million - $1.83 Million	76,627 Added 762.46%	86,677 $2.07 Million
Q3 2023 Nov 07, 2023	BUY	$23.07 - $23.6 $231,853 - $237,180	10,050 New	10,050 $232,000

Others Institutions Holding IBDS

# of Institutions

397

Shares Held

101M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History