Sax Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 28,478 shares of IVE stock, worth $5.38 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
28,478
Previous 22,765
25.1%
Holding current value
$5.38 Million
Previous $4.49 Million
21.1%
% of portfolio
0.43%
Previous 0.41%
Shares
17 transactions
Others Institutions Holding IVE
# of Institutions
1,671Shares Held
146MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.18 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.54 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.46 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.54 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.22 Billion0.29% of portfolio