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

Sax Wealth Advisors, LLC

$1.37 Billion
Q1 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 $296,065. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,690

Previous 7,648 0.55%

Holding current value

$296,065

Previous $273,000 0.37%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

105K

Call Options Held

Put Options Held

View Full List

About ISHARES ESG AWARE AGGRESSIVE A

Ticker EAOA
Sector Technology

More about EAOA

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