Sax Wealth Advisors, LLC Ishares Esg Aware Aggressive A Transaction History

Sax Wealth Advisors, LLC

  • $1.63 Billion
  • Q2 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Esg Aware Aggressive A stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 7,690 shares of EAOA stock, worth $303,678. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,690
Previous 7,690 -0.0%
Holding current value
$303,678
Previous $272,000 8.82%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 14, 2025
BUY
$35.04 - $37.29 $1,471 - $1,566
42 Added 0.55%
7,690 $272,000
Q3 2024

Oct 17, 2024
SELL
$33.44 - $36.69 $5,082 - $5,576
-152 Reduced 1.95%
7,648 $280,000
Q1 2024

May 13, 2024
BUY
$31.46 - $34.08 $6,292 - $6,816
200 Added 2.63%
7,800 $265,000
Q3 2023

Nov 07, 2023
SELL
$29.27 - $31.41 $4,390 - $4,711
-150 Reduced 1.94%
7,600 $223,000
Q2 2023

Aug 10, 2023
BUY
$29.16 - $30.89 $2,916 - $3,089
100 Added 1.31%
7,750 $238,000
Q1 2023

May 05, 2023
BUY
$0.0 - $30.14 $0 - $230,571
7,650 New
7,650 $225,000

Others Institutions Holding EAOA

# of Institutions
24
Shares Held
147K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE AGGRESSIVE A

EAOA Quotes by TradingView
  • Ticker EAOA
  • Sector Technology
More about EAOA
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