Sax Wealth Advisors, LLC Ishares Tr Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 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 5,370 shares of IYH stock, worth $321,340. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,370
Previous 5,370
-0.0%
Holding current value
$321,340
Previous $329,000
6.08%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding IYH
# of Institutions
550Shares Held
23.5MCall Options Held
26KPut Options Held
500-
Morgan Stanley New York, NY2.17MShares$130 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.75MShares$105 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.6MShares$96 Million0.05% of portfolio
-
Ubs Group Ag1.48MShares$88.4 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO1.18MShares$70.5 Million0.07% of portfolio