Sax Wealth Advisors, LLC Ishares Transaction History

Sax Wealth Advisors, LLC

  • $1.63 Billion
  • Q2 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 11,789 shares of ICLN stock, worth $172,473. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,789
Previous 12,504 5.72%
Holding current value
$172,473
Previous $142,000 8.45%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$10.56 - $13.31 $7,550 - $9,516
-715 Reduced 5.72%
11,789 $154,000
Q3 2024

Oct 17, 2024
BUY
$13.26 - $14.77 $165,803 - $184,684
12,504 New
12,504 $183,000

Others Institutions Holding ICLN

# of Institutions
474
Shares Held
33M
Call Options Held
1.79M
Put Options Held
2.62M
View Full List

About ISHARES

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