Sax Wealth Advisors, LLC Ishares Expanded Tech Software Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 6,044 shares of IGV stock, worth $553,993. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,044
Previous 2,947
105.09%
Holding current value
$553,993
Previous $263,000
130.04%
% of portfolio
0.05%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IGV
# of Institutions
703Shares Held
55.3MCall Options Held
8.71MPut Options Held
3.48M-
Bank Of America Corp Charlotte, NC4.05MShares$371 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.89MShares$357 Million0.03% of portfolio
-
Ubs Group Ag2.82MShares$258 Million0.05% of portfolio
-
Migdal Insurance & Financial Holdings Ltd.2.81MShares$258 Million4.04% of portfolio
-
Menora Mivtachim Holdings Ltd.2.59MShares$237 Million1.63% of portfolio