Sax Wealth Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History

Sax Wealth Advisors, LLC

$1.84 Billion
Q3 2025

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 66,408 shares of IGSB stock, worth $3.51 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

66,408

Previous 72,613 8.55%

Holding current value

$3.51 Million

Previous $3.83 Million 8.09%

% of portfolio

0.19%

Previous 0.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$52.39 - $53.11 $325,079 - $329,547	-6,205 Reduced 8.55%	66,408 $3.52 Million
Q2 2025 Jul 23, 2025	BUY	$51.68 - $52.76 $3.43 Million - $3.5 Million	66,350 Added 1059.4%	72,613 $3.83 Million
Q1 2025 May 14, 2025	BUY	$51.52 - $52.37 $121,175 - $123,174	2,352 Added 60.14%	6,263 $327,000
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

# of Institutions

1,093

Shares Held

314M

Call Options Held

10.2K

Put Options Held

View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

Ticker IGSB
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History