Sax Wealth Advisors, LLC Ishares Expanded Tech Software Transaction History

Sax Wealth Advisors, LLC

  • $1.37 Billion
  • Q1 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 7,545 shares of IGV stock, worth $816,670. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,545
Previous 6,044 24.83%
Holding current value
$816,670
Previous $605,000 10.91%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$88.3 - $107.83 $132,538 - $161,852
1,501 Added 24.83%
7,545 $671,000
Q4 2024

Jan 15, 2025
BUY
$87.5 - $110.17 $270,987 - $341,196
3,097 Added 105.09%
6,044 $605,000
Q3 2024

Oct 17, 2024
BUY
$77.94 - $89.37 $229,689 - $263,373
2,947 New
2,947 $263,000

Others Institutions Holding IGV

# of Institutions
724
Shares Held
72.8M
Call Options Held
9.6M
Put Options Held
2.51M
View Full List

About ISHARES EXPANDED TECH-SOFTWARE

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