Sax Wealth Advisors, LLC Ishares Tr Transaction History

Sax Wealth Advisors, LLC

$1.37 Billion
Q1 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 15,386 shares of IBDV stock, worth $331,722. This represents 0.02% of its overall portfolio holdings.

Number of Shares

15,386

Holding current value

$331,722

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

234

Shares Held

68.3M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

4.88M
Shares

$105 Million
1.18% of portfolio
Bank Of America Corp Charlotte, NC

4.54M
Shares

$97.9 Million
0.01% of portfolio
Capital Investment Advisors, LLC

3.15M
Shares

$67.9 Million
1.38% of portfolio
Capital Advisors Inc

2.68M
Shares

$57.7 Million
1.18% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.62M
Shares

$56.5 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

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Sax Wealth Advisors, LLC Ishares Tr Transaction History