Sax Wealth Advisors, LLC Ishares Tr Ibonds December 202 Transaction History
Sax Wealth Advisors, LLC
- $1.84 Billion
- Q3 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 15,089 shares of IBMP stock, worth $382,657. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,089
Previous 15,089
-0.0%
Holding current value
$382,657
Previous $382,000
0.52%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding IBMP
# of Institutions
190Shares Held
20.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.16MShares$54.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.07MShares$27 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO955KShares$24.2 Million0.04% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH923KShares$23.4 Million0.32% of portfolio
-
High Tower Advisors, LLC Chicago, IL916KShares$23.2 Million0.03% of portfolio