Sax Wealth Advisors, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 154,163 shares of IBDS stock, worth $3.7 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
154,163
Previous 129,124 19.39%
Holding current value
$3.7 Million
Previous $3.06 Million 22.58%
% of portfolio
0.34%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
340
Shares Held
82.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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