Sax Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Sax Wealth Advisors, LLC

$1.11 Billion
Q3 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 5,785 shares of IVW stock, worth $594,466. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,785

Previous 5,779 0.1%

Holding current value

$594,466

Previous $534,000 3.56%

% of portfolio

0.05%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$84.77 - $97.13 $508 - $582	6 Added 0.1%	5,785 $553,000
Q2 2024 Jul 12, 2024	BUY	$79.31 - $93.31 $317 - $373	4 Added 0.07%	5,779 $534,000
Q1 2024 May 13, 2024	BUY	$72.87 - $85.14 $291 - $340	4 Added 0.07%	5,775 $487,000
Q4 2023 Feb 14, 2024	BUY	$65.78 - $75.4 $1,710 - $1,960	26 Added 0.45%	5,771 $433,000
Q2 2023 Aug 10, 2023	BUY	$63.21 - $70.48 $29,392 - $32,773	465 Added 8.81%	5,745 $404,000
Q1 2023 May 05, 2023	BUY	$57.25 - $63.89 $744 - $830	13 Added 0.25%	5,280 $337,000
Q4 2022 Feb 06, 2023	BUY	$56.73 - $63.56 $8,509 - $9,534	150 Added 2.93%	5,267 $308,000
Q3 2022 Nov 08, 2022	BUY	$57.85 - $71.43 $57 - $71	1 Added 0.02%	5,117 $296,000
Q2 2022 Aug 11, 2022	BUY	$58.13 - $77.8 $406 - $544	7 Added 0.14%	5,116 $309,000
Q1 2022 Apr 20, 2022	BUY	$68.33 - $84.32 $478 - $590	7 Added 0.14%	5,109 $390,000
Q4 2021 Feb 07, 2022	SELL	$73.18 - $84.81 $340,506 - $394,620	-4,653 Reduced 47.7%	5,102 $427,000
Q2 2021 Aug 12, 2021	BUY	$65.96 - $72.81 $725 - $800	11 Added 0.11%	9,755 $709,000
Q4 2020 Feb 16, 2021	BUY	$56.17 - $63.82 $547,320 - $621,862	9,744 New	9,744 $622,000

Others Institutions Holding IVW

# of Institutions

1,824

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Sax Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History