Sax Wealth Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 8,423 shares of SUSA stock, worth $1.06 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

8,423

Previous 8,048 4.66%

Holding current value

$1.06 Million

Previous $968,000 5.79%

% of portfolio

0.08%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$118.0 - $127.04 $44,250 - $47,640	375 Added 4.66%	8,423 $1.02 Million
Q3 2024 Oct 17, 2024	BUY	$108.44 - $120.37 $69,726 - $77,397	643 Added 8.68%	8,048 $968,000
Q2 2024 Jul 12, 2024	BUY	$102.41 - $112.98 $85,921 - $94,790	839 Added 12.78%	7,405 $832,000
Q2 2023 Aug 10, 2023	SELL	$85.65 - $93.64 $13,275 - $14,514	-155 Reduced 2.31%	6,566 $614,000
Q1 2022 Apr 20, 2022	BUY	$89.45 - $106.35 $14,759 - $17,547	165 Added 2.52%	6,721 $651,000
Q4 2021 Feb 07, 2022	BUY	$95.76 - $106.67 $8,618 - $9,600	90 Added 1.39%	6,556 $697,000
Q3 2021 Dec 10, 2021	BUY	$94.69 - $101.93 $946 - $1,019	10 Added 0.15%	6,466 $620,000
Q2 2021 Aug 12, 2021	BUY	$88.83 - $95.54 $57,828 - $62,196	651 Added 11.21%	6,456 $617,000
Q1 2021 May 14, 2021	BUY	$81.34 - $87.82 $472,178 - $509,795	5,805 New	5,805 $510,000

Others Institutions Holding SUSA

# of Institutions

503

Shares Held

18.9M

Call Options Held

100

Put Options Held

100

View Full List

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History