A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 3,911 shares of IGSB stock, worth $203,450. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,911
Holding current value
$203,450
% of portfolio
0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025

BUY
$51.54 - $52.55 $201,572 - $205,523
3,911 New
3,911 $202,000
Q4 2021

Feb 07, 2022

SELL
$53.82 - $54.66 $2.27 Million - $2.3 Million
-42,104 Closed
0 $0
Q3 2021

Dec 10, 2021

BUY
$54.6 - $54.92 $65,793 - $66,178
1,205 Added 2.95%
42,104 $2.3 Million
Q2 2021

Aug 12, 2021

BUY
$54.57 - $54.92 $709 - $713
13 Added 0.03%
40,899 $2.24 Million
Q4 2020

Feb 16, 2021

BUY
$54.79 - $55.17 $2.24 Million - $2.26 Million
40,886 New
40,886 $2.26 Million

Others Institutions Holding IGSB

About ISHARES TRUST ISHARES 1-5 YEAR


  • Ticker IGSB
  • Sector ETFs
  • Industry ETFs
More about IGSB
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.