Sax Wealth Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Sax Wealth Advisors, LLC

  • $1.63 Billion
  • Q2 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 9,885 shares of SUSC stock, worth $229,430. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,885
Previous 9,435 4.77%
Holding current value
$229,430
Previous $217,000 5.53%
% of portfolio
0.01%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$22.43 - $23.23 $10,093 - $10,453
450 Added 4.77%
9,885 $229,000
Q4 2024

Jan 15, 2025
BUY
$22.65 - $23.8 $213,702 - $224,553
9,435 New
9,435 $214,000

Others Institutions Holding SUSC

# of Institutions
283
Shares Held
41.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG AWARE USD CORPO

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