Sax Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 109,435 shares of IJR stock, worth $13.8 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
109,435
Previous 115,645
5.37%
Holding current value
$13.8 Million
Previous $12.3 Million
3.77%
% of portfolio
1.16%
Previous 1.19%
Shares
17 transactions
Others Institutions Holding IJR
# of Institutions
2,567Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.58 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.91 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.36 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.24 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.04 Billion0.44% of portfolio