Sax Wealth Advisors, LLC Ishares Msci Emerging Mkts Sma Transaction History

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Msci Emerging Mkts Sma stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 26,782 shares of EEMS stock, worth $1.54 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
26,782
Previous 32,336 17.18%
Holding current value
$1.54 Million
Previous $2.06 Million 24.49%
% of portfolio
0.12%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$57.96 - $64.2 $321,909 - $356,566
-5,554 Reduced 17.18%
26,782 $1.56 Million
Q3 2024

Oct 17, 2024
BUY
$57.22 - $64.18 $415,817 - $466,396
7,267 Added 28.99%
32,336 $2.06 Million
Q2 2024

Jul 12, 2024
BUY
$57.46 - $61.71 $575,059 - $617,593
10,008 Added 66.45%
25,069 $1.53 Million
Q1 2024

May 13, 2024
BUY
$55.7 - $59.26 $838,897 - $892,514
15,061 New
15,061 $886,000

Others Institutions Holding EEMS

# of Institutions
122
Shares Held
3.95M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI EMERGING MKTS SMA

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