Sax Wealth Advisors, LLC Ishares Tr Ibonds December 202 Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 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 15,255 shares of IBMO stock, worth $390,680. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,255
Previous 15,255 -0.0%
Holding current value
$390,680
Previous $391,000 0.26%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 20, 2025
BUY
$25.58 - $25.72 $5,985 - $6,018
234 Added 1.56%
15,255 $391,000
Q2 2025

Jul 23, 2025
BUY
$25.32 - $25.63 $380,331 - $384,988
15,021 New
15,021 $384,000

Others Institutions Holding IBMO

# of Institutions
201
Shares Held
18.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

IBMO Quotes by TradingView
  • Ticker IBMO
  • Sector ETFs
  • Industry ETFs
More about IBMO
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