Sax Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
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 1,655 shares of ESGU stock, worth $219,585. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,655
Previous 1,639
0.98%
Holding current value
$219,585
Previous $206,000
3.4%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding ESGU
# of Institutions
836Shares Held
93.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC13.6MShares$1.8 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY11.9MShares$1.58 Billion0.12% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.57MShares$739 Million2.18% of portfolio
-
Northern Trust Corp Chicago, IL5MShares$664 Million0.11% of portfolio
-
55 I, LLC Boston, MA4.57MShares$606 Million10.14% of portfolio