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 32,336 shares of EEMS stock, worth $1.99 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
32,336
Previous 25,069 28.99%
Holding current value
$1.99 Million
Previous $1.53 Million 34.68%
% of portfolio
0.19%
Previous 0.15%

Shares

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

About ISHARES MSCI EMERGING MKTS SMA


  • Ticker EEMS
  • Sector ETFs
  • Industry ETFs
More about EEMS
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