Sax Wealth Advisors, LLC Ishares Russell Midcap Value E Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 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 3,253 shares of IWS stock, worth $427,086. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,253
Previous 1,579
106.02%
Holding current value
$427,086
Previous $208,000
101.92%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IWS
# of Institutions
1,021Shares Held
97.4MCall Options Held
19.1KPut Options Held
4.8K-
Tiaa, Fsb St. Louis, MO12.9MShares$1.7 Billion5.15% of portfolio
-
Jones Financial Companies Lllp9.32MShares$1.22 Billion1.15% of portfolio
-
Morgan Stanley New York, NY7.93MShares$1.04 Billion0.07% of portfolio
-
Us Bancorp \De\4.25MShares$558 Million0.73% of portfolio
-
Bank Of America Corp Charlotte, NC4.2MShares$551 Million0.05% of portfolio