Sax Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Sax Wealth Advisors, LLC

  • $1.37 Billion
  • Q1 2025

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 128,917 shares of IBDT stock, worth $3.26 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
128,917
Previous 107,866 19.52%
Holding current value
$3.26 Million
Previous $2.69 Million 21.27%
% of portfolio
0.24%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$24.79 - $25.26 $521,854 - $531,748
21,051 Added 19.52%
128,917 $3.26 Million
Q4 2024

Jan 15, 2025
BUY
$24.82 - $25.48 $1.13 Million - $1.16 Million
45,478 Added 72.9%
107,866 $2.69 Million
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
362
Shares Held
89.5M
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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