Sax Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Sax Wealth Advisors, LLC

  • $1.37 Billion
  • Q1 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 13,141 shares of ESGD stock, worth $1.16 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
13,141
Previous 14,731 10.79%
Holding current value
$1.16 Million
Previous $1.12 Million 4.28%
% of portfolio
0.08%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$75.32 - $84.77 $119,758 - $134,784
-1,590 Reduced 10.79%
13,141 $1.07 Million
Q4 2024

Jan 15, 2025
SELL
$75.65 - $83.47 $323,176 - $356,583
-4,272 Reduced 22.48%
14,731 $1.12 Million
Q3 2024

Oct 17, 2024
BUY
$75.63 - $84.89 $13,689 - $15,365
181 Added 0.96%
19,003 $1.6 Million
Q2 2024

Jul 12, 2024
BUY
$76.22 - $82.36 $1.43 Million - $1.55 Million
18,822 New
18,822 $1.48 Million

Others Institutions Holding ESGD

# of Institutions
674
Shares Held
96.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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