Sax Wealth Advisors, LLC Ishares Russell Midcap Value E Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 1,579 shares of IWS stock, worth $218,896. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,579Holding current value
$218,896% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding IWS
# of Institutions
939Shares Held
93.3MCall Options Held
36.4KPut Options Held
1.6K-
Tiaa, Fsb St. Louis, MO12.9MShares$1.79 Billion5.15% of portfolio
-
Jones Financial Companies Lllp8.74MShares$1.21 Billion1.19% of portfolio
-
Morgan Stanley New York, NY7.96MShares$1.1 Billion0.08% of portfolio
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Us Bancorp \De\4.18MShares$579 Million0.71% of portfolio
-
Wells Fargo & Company San Francisco, CA3.83MShares$531 Million0.12% of portfolio