Sax Wealth Advisors, LLC Ishares Transaction History

Sax Wealth Advisors, LLC

$1.11 Billion
Q3 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 12,504 shares of ICLN stock, worth $145,546. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,504

Holding current value

$145,546

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

560

Shares Held

45.7M

Call Options Held

4.51M

Put Options Held

5.26M

Bank Of America Corp Charlotte, NC

6.39M
Shares

$74.4 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.26M
Shares

$37.9 Million
0.0% of portfolio
Ubs Group Ag

2.72M
Shares

$31.7 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.65M
Shares

$19.2 Million
0.0% of portfolio
Total Wealth Planning, LLC

1.51M
Shares

$17.6 Million
3.66% of portfolio

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About ISHARES

Ticker ICLN
Sector ETFs
Industry ETFs

More about ICLN

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Sax Wealth Advisors, LLC Ishares Transaction History