Sax Wealth Advisors, LLC Ishares Tr Transaction History

Sax Wealth Advisors, LLC

  • $1.84 Billion
  • Q3 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 4,869 shares of MBB stock, worth $462,895. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,869
Previous 5,286 7.89%
Holding current value
$462,895
Previous $496,000 6.65%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$92.46 - $95.73 $38,555 - $39,919
-417 Reduced 7.89%
4,869 $463,000
Q2 2025

Jul 23, 2025
BUY
$91.41 - $94.22 $483,193 - $498,046
5,286 New
5,286 $496,000

Others Institutions Holding MBB

# of Institutions
1,071
Shares Held
395M
Call Options Held
130K
Put Options Held
272K
View Full List

About ISHARES TR

MBB Quotes by TradingView
  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
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