Sax Wealth Advisors, LLC Ishares Tr Transaction History

Sax Wealth Advisors, LLC

$1.11 Billion
Q3 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 26,005 shares of IEFA stock, worth $1.88 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

26,005

Previous 26,248 0.93%

Holding current value

$1.88 Million

Previous $1.91 Million 6.45%

% of portfolio

0.18%

Previous 0.18%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$70.09 - $78.74 $17,031 - $19,133	-243 Reduced 0.93%	26,005 $2.03 Million
Q2 2024 Jul 12, 2024	BUY	$70.77 - $76.19 $212 - $228	3 Added 0.01%	26,248 $1.91 Million
Q1 2024 May 13, 2024	BUY	$68.14 - $74.43 $23,985 - $26,199	352 Added 1.36%	26,245 $1.95 Million
Q4 2023 Feb 14, 2024	SELL	$61.3 - $70.47 $32,979 - $37,912	-538 Reduced 2.04%	25,893 $1.82 Million
Q3 2023 Nov 07, 2023	SELL	$64.04 - $69.58 $14,088 - $15,307	-220 Reduced 0.83%	26,431 $1.7 Million
Q2 2023 Aug 10, 2023	SELL	$66.03 - $69.1 $23,770 - $24,875	-360 Reduced 1.33%	26,651 $1.8 Million
Q1 2023 May 05, 2023	BUY	$62.17 - $67.7 $29,530 - $32,157	475 Added 1.79%	27,011 $1.81 Million
Q4 2022 Feb 06, 2023	SELL	$52.35 - $63.65 $432,149 - $525,430	-8,255 Reduced 23.73%	26,536 $1.64 Million
Q3 2022 Nov 08, 2022	SELL	$52.32 - $63.1 $343,271 - $413,999	-6,561 Reduced 15.87%	34,791 $1.83 Million
Q2 2022 Aug 11, 2022	SELL	$57.91 - $70.46 $8,396 - $10,216	-145 Reduced 0.35%	41,352 $2.43 Million
Q1 2022 Aug 11, 2022	SELL	$63.26 - $75.48 $125,254 - $149,450	-1,980 Reduced 4.55%	41,497 $2.88 Million
Q1 2022 Apr 20, 2022	BUY	$63.26 - $75.48 $52,189 - $62,271	825 Added 1.93%	43,477 $3.02 Million
Q4 2021 Feb 07, 2022	BUY	$72.36 - $77.76 $22,214 - $23,872	307 Added 0.72%	42,652 $3.18 Million
Q3 2021 Dec 10, 2021	SELL	$72.98 - $78.2 $17,880 - $19,159	-245 Reduced 0.58%	42,345 $3.14 Million
Q2 2021 Aug 12, 2021	BUY	$73.11 - $77.88 $40,868 - $43,534	559 Added 1.33%	42,590 $3.19 Million
Q1 2021 May 14, 2021	BUY	$68.58 - $73.12 $76,398 - $81,455	1,114 Added 2.72%	42,031 $3.03 Million
Q4 2020 Feb 16, 2021	BUY	$58.13 - $69.71 $2.38 Million - $2.85 Million	40,917 New	40,917 $2.83 Million

Others Institutions Holding IEFA

# of Institutions

1,998

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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Sax Wealth Advisors, LLC Ishares Tr Transaction History