Sax Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 14,731 shares of ESGD stock, worth $1.23 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
14,731
Previous 19,003
22.48%
Holding current value
$1.23 Million
Previous $1.6 Million
29.89%
% of portfolio
0.09%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding ESGD
# of Institutions
662Shares Held
95.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.71MShares$811 Million0.06% of portfolio
-
Personal Capital Advisors Corp6.28MShares$524 Million2.0% of portfolio
-
Jpmorgan Chase & CO New York, NY6.27MShares$524 Million0.04% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.96MShares$498 Million1.54% of portfolio
-
Northern Trust Corp Chicago, IL5.6MShares$468 Million0.06% of portfolio