Sax Wealth Advisors, LLC Ishares Russell2000 Val ETF Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 5,148 shares of IWN stock, worth $910,166. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,148
Previous 5,148
-0.0%
Holding current value
$910,166
Previous $784,000
9.44%
% of portfolio
0.08%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding IWN
# of Institutions
1,021Shares Held
61.2MCall Options Held
840KPut Options Held
134K-
Bank Of America Corp Charlotte, NC6.67MShares$1.18 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.91MShares$868 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.63MShares$466 Million1.24% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$442 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.48MShares$438 Million0.44% of portfolio