Sax Wealth Advisors, LLC Ishares Tr Transaction History

Sax Wealth Advisors, LLC

  • $1.84 Billion
  • Q3 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 52,329 shares of IBDV stock, worth $1.15 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
52,329
Previous 14,833 252.79%
Holding current value
$1.15 Million
Previous $326,000 255.52%
% of portfolio
0.06%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$21.75 - $22.22 $815,538 - $833,161
37,496 Added 252.79%
52,329 $1.16 Million
Q2 2025

Jul 23, 2025
SELL
$21.28 - $21.98 $11,767 - $12,154
-553 Reduced 3.59%
14,833 $326,000
Q1 2025

May 14, 2025
BUY
$21.11 - $21.73 $324,798 - $334,337
15,386 New
15,386 $334,000

Others Institutions Holding IBDV

# of Institutions
290
Shares Held
80.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email