Sax Wealth Advisors, LLC Ishares Tr Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 10,618 shares of IXUS stock, worth $739,756. This represents 0.06% of its overall portfolio holdings.
Number of Shares
10,618
Previous 10,620
0.02%
Holding current value
$739,756
Previous $771,000
8.95%
% of portfolio
0.06%
Previous 0.07%
Shares
15 transactions
Others Institutions Holding IXUS
# of Institutions
853Shares Held
484MCall Options Held
1.9KPut Options Held
700-
Black Rock Inc. New York, NY265MShares$18.5 Billion0.41% of portfolio
-
Acorns Advisers, LLC Irvine, CA34.2MShares$2.38 Billion21.9% of portfolio
-
Alliancebernstein L.P. New York, NY24MShares$1.67 Billion0.57% of portfolio
-
Envestnet Asset Management Inc11MShares$769 Million0.24% of portfolio
-
Factory Mutual Insurance CO Waltham, MA8.6MShares$599 Million6.28% of portfolio