Sax Wealth Advisors, LLC Ishares Expanded Tech Software Transaction History

Sax Wealth Advisors, LLC

$2.07 Billion
Q4 2025

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 5,696 shares of IGV stock, worth $611,978. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,696

Previous 15,682 63.68%

Holding current value

$611,978

Previous $1.8 Million 66.11%

% of portfolio

0.03%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$106.84 - $117.08 $1.07 Million - $1.17 Million	-9,986 Reduced 63.68%	5,696 $611,000
Q3 2025 Oct 20, 2025	BUY	$105.96 - $117.79 $223,999 - $249,008	2,114 Added 15.58%	15,682 $1.8 Million
Q2 2025 Jul 23, 2025	BUY	$80.15 - $109.5 $482,743 - $659,518	6,023 Added 79.83%	13,568 $1.49 Million
Q1 2025 May 14, 2025	BUY	$88.3 - $107.83 $132,538 - $161,852	1,501 Added 24.83%	7,545 $671,000
Q4 2024 Jan 15, 2025	BUY	$87.5 - $110.17 $270,987 - $341,196	3,097 Added 105.09%	6,044 $605,000

Q3 2024 Oct 17, 2024	BUY	$77.94 - $89.37 $229,689 - $263,373	2,947 New	2,947 $263,000

Others Institutions Holding IGV

# of Institutions

753

Shares Held

56.2M

Call Options Held

3.07M

Put Options Held

6.16M

View Full List

About ISHARES EXPANDED TECH-SOFTWARE

Ticker IGV
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Ishares Expanded Tech Software Transaction History