Sax Wealth Advisors, LLC Ishares Tr Transaction History
Sax Wealth Advisors, LLC
- $1.63 Billion
- Q2 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 6,700 shares of IYH stock, worth $409,772. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,700
Previous 5,370
24.77%
Holding current value
$409,772
Previous $326,000
15.95%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IYH
# of Institutions
546Shares Held
24.6MCall Options Held
4.9KPut Options Held
200-
Morgan Stanley New York, NY2.11MShares$129 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC1.95MShares$119 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC1.68MShares$103 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.67MShares$102 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.13MShares$69.1 Million0.05% of portfolio