Sax Wealth Advisors, LLC Ishares U.S. Consumer Discreti Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares U.S. Consumer Discreti stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 2,124 shares of IYC stock, worth $214,035. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,124
Previous 2,124 -0.0%
Holding current value
$214,035
Previous $222,000 3.6%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$79.19 - $99.64 $168,199 - $211,635
2,124 New
2,124 $211,000
Q4 2024

Jan 15, 2025
BUY
$85.96 - $101.28 $182,579 - $215,118
2,124 New
2,124 $204,000

Others Institutions Holding IYC

# of Institutions
287
Shares Held
11.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. CONSUMER DISCRETI

IYC Quotes by TradingView
  • Ticker IYC
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYC
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