Sax Wealth Advisors, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Sax Wealth Advisors, LLC

  • $1.84 Billion
  • Q3 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 20,484 shares of IBDW stock, worth $432,007. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,484
Previous 18,082 13.28%
Holding current value
$432,007
Previous $380,000 14.21%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 20, 2025
BUY
$20.77 - $21.32 $49,889 - $51,210
2,402 Added 13.28%
20,484 $434,000
Q2 2025

Jul 23, 2025
SELL
$20.23 - $21.04 $59,880 - $62,278
-2,960 Reduced 14.07%
18,082 $380,000
Q1 2025

May 14, 2025
BUY
$20.1 - $20.8 $422,944 - $437,673
21,042 New
21,042 $436,000

Others Institutions Holding IBDW

# of Institutions
251
Shares Held
75.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBDW Quotes by TradingView
  • Ticker IBDW
More about IBDW
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