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 26,005 shares of IEFA stock, worth $1.84 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

26,005

Previous 26,248 0.93%

Holding current value

$1.84 Million

Previous $1.91 Million 6.45%

% of portfolio

0.18%

Previous 0.18%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$70.09 - $78.74 $17,031 - $19,133	-243 Reduced 0.93%	26,005 $2.03 Million
Q2 2024 Jul 12, 2024	BUY	$70.77 - $76.19 $212 - $228	3 Added 0.01%	26,248 $1.91 Million
Q1 2024 May 13, 2024	BUY	$68.14 - $74.43 $23,985 - $26,199	352 Added 1.36%	26,245 $1.95 Million
Q4 2023 Feb 14, 2024	SELL	$61.3 - $70.47 $32,979 - $37,912	-538 Reduced 2.04%	25,893 $1.82 Million
Q3 2023 Nov 07, 2023	SELL	$64.04 - $69.58 $14,088 - $15,307	-220 Reduced 0.83%	26,431 $1.7 Million
Q2 2023 Aug 10, 2023	SELL	$66.03 - $69.1 $23,770 - $24,875	-360 Reduced 1.33%	26,651 $1.8 Million
Q1 2023 May 05, 2023	BUY	$62.17 - $67.7 $29,530 - $32,157	475 Added 1.79%	27,011 $1.81 Million
Q4 2022 Feb 06, 2023	SELL	$52.35 - $63.65 $432,149 - $525,430	-8,255 Reduced 23.73%	26,536 $1.64 Million
Q3 2022 Nov 08, 2022	SELL	$52.32 - $63.1 $343,271 - $413,999	-6,561 Reduced 15.87%	34,791 $1.83 Million
Q2 2022 Aug 11, 2022	SELL	$57.91 - $70.46 $8,396 - $10,216	-145 Reduced 0.35%	41,352 $2.43 Million
Q1 2022 Aug 11, 2022	SELL	$63.26 - $75.48 $125,254 - $149,450	-1,980 Reduced 4.55%	41,497 $2.88 Million
Q1 2022 Apr 20, 2022	BUY	$63.26 - $75.48 $52,189 - $62,271	825 Added 1.93%	43,477 $3.02 Million
Q4 2021 Feb 07, 2022	BUY	$72.36 - $77.76 $22,214 - $23,872	307 Added 0.72%	42,652 $3.18 Million
Q3 2021 Dec 10, 2021	SELL	$72.98 - $78.2 $17,880 - $19,159	-245 Reduced 0.58%	42,345 $3.14 Million
Q2 2021 Aug 12, 2021	BUY	$73.11 - $77.88 $40,868 - $43,534	559 Added 1.33%	42,590 $3.19 Million
Q1 2021 May 14, 2021	BUY	$68.58 - $73.12 $76,398 - $81,455	1,114 Added 2.72%	42,031 $3.03 Million
Q4 2020 Feb 16, 2021	BUY	$58.13 - $69.71 $2.38 Million - $2.85 Million	40,917 New	40,917 $2.83 Million

Others Institutions Holding IEFA

# of Institutions

2,004

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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