Sax Wealth Advisors, LLC Ishares Tr Tips Bd ETF Transaction History

Sax Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	SELL	$107.1 - $111.15 $15,101 - $15,672	-141 Reduced 7.03%	1,865 $200,000
Q1 2023 May 05, 2023	SELL	$106.24 - $110.25 $2,656 - $2,756	-25 Reduced 1.23%	2,006 $221,000
Q4 2022 Feb 06, 2023	BUY	$104.91 - $110.18 $213,072 - $223,775	2,031 New	2,031 $216,000
Q2 2021 Aug 12, 2021	SELL	$125.2 - $128.01 $358,698 - $366,748	-2,865 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$124.65 - $127.65 $357,122 - $365,717	2,865 New	2,865 $366,000

1,091

107M

312K

185K

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