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 7,839 shares of HYG stock, worth $628,844. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,839

Previous 8,914 12.06%

Holding current value

$628,844

Previous $718,000 11.42%

% of portfolio

0.03%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$79.85 - $81.32 $85,838 - $87,418	-1,075 Reduced 12.06%	7,839 $636,000
Q2 2025 Jul 23, 2025	BUY	$75.75 - $80.65 $233,385 - $248,482	3,081 Added 52.82%	8,914 $718,000
Q1 2025 May 14, 2025	BUY	$78.51 - $80.11 $217,394 - $221,824	2,769 Added 90.37%	5,833 $460,000
Q4 2024 Jan 15, 2025	BUY	$78.09 - $80.04 $15,618 - $16,008	200 Added 6.98%	3,064 $240,000
Q3 2024 Oct 17, 2024	BUY	$76.72 - $80.36 $219,726 - $230,151	2,864 New	2,864 $229,000

Q1 2023 May 05, 2023	SELL	$73.04 - $77.2 $72,601 - $76,736	-994 Reduced 14.9%	5,678 $428,000
Q4 2022 Feb 06, 2023	SELL	$71.24 - $76.11 $19,733 - $21,082	-277 Reduced 3.99%	6,672 $491,000
Q3 2022 Nov 08, 2022	SELL	$71.13 - $78.94 $90,121 - $100,016	-1,267 Reduced 15.42%	6,949 $496,000
Q2 2022 Aug 11, 2022	SELL	$73.1 - $82.57 $581,218 - $656,514	-7,951 Reduced 49.18%	8,216 $605,000
Q1 2022 Apr 20, 2022	SELL	$79.97 - $86.97 $81,329 - $88,448	-1,017 Reduced 5.92%	16,167 $1.33 Million
Q4 2021 Feb 07, 2022	SELL	$85.37 - $87.5 $14,769 - $15,137	-173 Reduced 1.0%	17,184 $1.5 Million
Q3 2021 Dec 10, 2021	BUY	$86.98 - $88.14 $201,793 - $204,484	2,320 Added 15.43%	17,357 $1.52 Million
Q2 2021 Aug 12, 2021	BUY	$86.61 - $88.04 $31,006 - $31,518	358 Added 2.44%	15,037 $1.32 Million
Q1 2021 May 14, 2021	BUY	$85.73 - $87.78 $177,118 - $181,353	2,066 Added 16.38%	14,679 $1.28 Million
Q4 2020 Feb 16, 2021	BUY	$83.46 - $87.3 $1.05 Million - $1.1 Million	12,613 New	12,613 $1.1 Million

Others Institutions Holding HYG

# of Institutions

1,176

Shares Held

276M

Call Options Held

123M

Put Options Held

598M

View Full List

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

More about HYG

Track This Portfolio

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.

Account

Sax Wealth Advisors, LLC Ishares Tr Transaction History