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 $887,875. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,148

Previous 5,148 -0.0%

Holding current value

$887,875

Previous $784,000 9.44%

% of portfolio

0.08%

Previous 0.08%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$145.61 - $158.81 $8,299 - $9,052	57 Added 1.12%	5,148 $817,000
Q1 2023 May 05, 2023	SELL	$130.78 - $156.96 $91,807 - $110,185	-702 Reduced 12.12%	5,091 $697,000
Q4 2022 Feb 06, 2023	BUY	$131.32 - $149.64 $39,002 - $44,443	297 Added 5.4%	5,793 $803,000
Q2 2022 Aug 11, 2022	SELL	$134.47 - $162.71 $941 - $1,138	-7 Reduced 0.13%	5,496 $748,000
Q1 2022 Apr 20, 2022	SELL	$151.25 - $169.21 $1.68 Million - $1.88 Million	-11,099 Reduced 66.85%	5,503 $888,000
Q4 2021 Feb 07, 2022	SELL	$157.31 - $176.88 $4,247 - $4,775	-27 Reduced 0.16%	16,602 $2.76 Million
Q3 2021 Dec 10, 2021	BUY	$152.99 - $167.43 $1,070 - $1,172	7 Added 0.04%	16,629 $2.66 Million
Q2 2021 Aug 12, 2021	BUY	$156.91 - $173.97 $627 - $695	4 Added 0.02%	16,622 $2.76 Million
Q1 2021 May 14, 2021	BUY	$130.0 - $169.53 $520 - $678	4 Added 0.02%	16,618 $2.65 Million
Q4 2020 Feb 16, 2021	BUY	$100.9 - $132.3 $1.68 Million - $2.2 Million	16,614 New	16,614 $2.19 Million

Others Institutions Holding IWN

# of Institutions

1,052

Shares Held

58.8M

Call Options Held

987K

Put Options Held

207K

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Ishares Russell2000 Val ETF Transaction History