Sax Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Sax Wealth Advisors, LLC

  • $1.63 Billion
  • Q2 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 7,625 shares of IYW stock, worth $1.51 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,625
Previous 3,633 109.88%
Holding current value
$1.51 Million
Previous $510,000 159.02%
% of portfolio
0.08%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$122.57 - $173.27 $489,299 - $691,693
3,992 Added 109.88%
7,625 $1.32 Million
Q1 2025

May 14, 2025
BUY
$140.44 - $166.79 $13,482 - $16,011
96 Added 2.71%
3,633 $510,000
Q2 2024

Jul 12, 2024
BUY
$124.75 - $153.46 $441,240 - $542,788
3,537 New
3,537 $532,000

Others Institutions Holding IYW

# of Institutions
1,308
Shares Held
88.9M
Call Options Held
281K
Put Options Held
235K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email