Sax Wealth Advisors, LLC Ishares Tr Transaction History
Sax Wealth Advisors, LLC
- $1.37 Billion
- Q1 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 5,370 shares of IYH stock, worth $296,961. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,370
Previous 5,370
-0.0%
Holding current value
$296,961
Previous $312,000
4.49%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding IYH
# of Institutions
557Shares Held
24.2MCall Options Held
8KPut Options Held
4.5K-
Morgan Stanley New York, NY2.13MShares$118 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.71MShares$94.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.66MShares$92 Million0.04% of portfolio
-
Northwestern Mutual Wealth Management CO1.46MShares$80.8 Million0.07% of portfolio
-
Ubs Group Ag1.31MShares$72.6 Million0.02% of portfolio