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 $204,243. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,655
Previous 1,639 0.98%
Holding current value
$204,243
Previous $206,000 3.4%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 15, 2025
BUY
$124.61 - $133.96 $1,993 - $2,143
16 Added 0.98%
1,655 $213,000
Q3 2024

Oct 17, 2024
BUY
$113.45 - $126.18 $185,944 - $206,809
1,639 New
1,639 $206,000

Others Institutions Holding ESGU

# of Institutions
859
Shares Held
96.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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