Sax Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 62,388 shares of IBDT stock, worth $1.57 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
62,388
Previous 53,663 16.26%
Holding current value
$1.57 Million
Previous $1.33 Million 19.79%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Oct 17, 2024
BUY
$24.62 - $25.59 $214,809 - $223,272
8,725 Added 16.26%
62,388 $1.59 Million
Q2 2024

Jul 12, 2024
BUY
$24.4 - $24.86 $813,252 - $828,583
33,330 Added 163.92%
53,663 $1.33 Million
Q1 2024

May 13, 2024
BUY
$24.69 - $25.14 $502,021 - $511,171
20,333 New
20,333 $506,000

Others Institutions Holding IBDT

# of Institutions
289
Shares Held
60.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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