A detailed history of Sax Wealth Advisors, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 12,547 shares of ESGE stock, worth $422,708. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,547
Previous 18,410 31.85%
Holding current value
$422,708
Previous $670,000 37.61%
% of portfolio
0.03%
Previous 0.06%

Shares

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

Jan 15, 2025

SELL
$33.39 - $37.66 $195,765 - $220,800
-5,863 Reduced 31.85%
12,547 $418,000
Q3 2024

Oct 17, 2024

SELL
$32.04 - $37.11 $256 - $296
-8 Reduced 0.04%
18,410 $670,000
Q2 2024

Jul 12, 2024

BUY
$31.14 - $34.36 $573,536 - $632,842
18,418 New
18,418 $617,000

Others Institutions Holding ESGE

About ISHARES, INC. ISHARES ESG AWAR


  • Ticker ESGE
  • Sector ETFs
  • Industry ETFs
More about ESGE
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.