Sax Wealth Advisors, LLC Ishares Tr Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 6,505 shares of IYH stock, worth $415,474. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,505
Previous 6,505 -0.0%
Holding current value
$415,474
Previous $381,000 8.92%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$54.36 - $58.96 $10,600 - $11,497
-195 Reduced 2.91%
6,505 $381,000
Q2 2025

Jul 23, 2025
BUY
$53.97 - $60.17 $71,780 - $80,026
1,330 Added 24.77%
6,700 $378,000
Q2 2024

Jul 12, 2024
BUY
$58.05 - $61.75 $311,728 - $331,597
5,370 New
5,370 $329,000

Others Institutions Holding IYH

# of Institutions
550
Shares Held
23.6M
Call Options Held
5.5K
Put Options Held
4.4K
View Full List

About ISHARES TR

IYH Quotes by TradingView
  • Ticker IYH
  • Sector ETFs
  • Industry ETFs
More about IYH
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