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

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 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 23,357 shares of IBDW stock, worth $492,599. This represents 0.02% of its overall portfolio holdings.

Number of Shares
23,357
Previous 20,484 14.03%
Holding current value
$492,599
Previous $434,000 13.36%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$21.09 - $21.35 $60,591 - $61,338
2,873 Added 14.03%
23,357 $492,000
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
252
Shares Held
77M
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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