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 $166,553. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,504

Holding current value

$166,553

% 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

557

Shares Held

47.1M

Call Options Held

3.09M

Put Options Held

Bank Of America Corp Charlotte, NC

6.35M
Shares

$84.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.65M
Shares

$48.6 Million
0.0% of portfolio
Ubs Group Ag

2.75M
Shares

$36.6 Million
0.01% of portfolio
Jane Street Group, LLC New York, NY

2.26M
Shares

$30.1 Million
0.03% of portfolio
Total Wealth Planning, LLC

1.51M
Shares

$20.1 Million
3.66% of portfolio

View Full List

About ISHARES

Ticker ICLN
Sector ETFs
Industry ETFs

More about ICLN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Account

Sax Wealth Advisors, LLC Ishares Transaction History