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 10,620 shares of IXUS stock, worth $708,885. This represents 0.07% of its overall portfolio holdings.

Number of Shares

10,620

Previous 10,920 2.75%

Holding current value

$708,885

Previous $737,000 4.61%

% of portfolio

0.07%

Previous 0.07%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$64.9 - $73.35 $19,470 - $22,005	-300 Reduced 2.75%	10,620 $771,000
Q2 2024 Jul 12, 2024	BUY	$65.1 - $70.07 $7,160 - $7,707	110 Added 1.02%	10,920 $737,000
Q1 2024 May 13, 2024	BUY	$62.39 - $67.92 $57,710 - $62,826	925 Added 9.36%	10,810 $733,000
Q4 2023 Feb 14, 2024	BUY	$57.18 - $64.93 $50,032 - $56,813	875 Added 9.71%	9,885 $641,000
Q3 2023 Nov 07, 2023	SELL	$59.72 - $65.1 $40,012 - $43,616	-670 Reduced 6.92%	9,010 $540,000
Q2 2023 Aug 10, 2023	BUY	$60.88 - $63.83 $14,672 - $15,383	241 Added 2.55%	9,680 $606,000
Q1 2023 May 05, 2023	BUY	$58.3 - $63.56 $757 - $826	13 Added 0.14%	9,439 $584,000
Q4 2022 Feb 06, 2023	BUY	$50.56 - $60.03 $202 - $240	4 Added 0.04%	9,426 $545,000
Q2 2022 Aug 11, 2022	BUY	$56.25 - $67.81 $337 - $406	6 Added 0.06%	9,422 $537,000
Q1 2022 Apr 20, 2022	SELL	$61.54 - $72.2 $3.4 Million - $3.98 Million	-55,173 Reduced 85.42%	9,416 $627,000
Q4 2021 Feb 07, 2022	BUY	$68.64 - $74.15 $36,310 - $39,225	529 Added 0.83%	64,589 $4.58 Million
Q3 2021 Dec 10, 2021	BUY	$70.98 - $74.79 $1,561 - $1,645	22 Added 0.03%	64,060 $4.55 Million
Q2 2021 Aug 12, 2021	SELL	$71.2 - $75.53 $3,204 - $3,398	-45 Reduced 0.07%	64,038 $4.69 Million
Q4 2020 Feb 16, 2021	BUY	$57.1 - $67.59 $3.66 Million - $4.33 Million	64,083 New	64,083 $4.31 Million

Others Institutions Holding IXUS

# of Institutions

809

Shares Held

479M

Call Options Held

12K

Put Options Held

6.7K

View Full List

About ISHARES TR

Ticker IXUS
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Ishares Tr Transaction History