Sax Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

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 1,957 shares of ESGU stock, worth $287,463. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,957
Previous 1,974 0.86%
Holding current value
$287,463
Previous $287,000 -0.0%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
SELL
$142.82 - $150.36 $2,427 - $2,556
-17 Reduced 0.86%
1,957 $287,000
Q3 2025

Oct 20, 2025
BUY
$134.94 - $145.86 $5,532 - $5,980
41 Added 2.12%
1,974 $287,000
Q2 2025

Jul 23, 2025
BUY
$108.06 - $135.3 $208,879 - $261,534
1,933 New
1,933 $261,000
Q4 2024

Jan 15, 2025
BUY
$124.61 - $133.96 $1,993 - $2,143
16 Added 0.98%
1,655 $213,000
Q3 2024

Oct 17, 2024
BUY
$113.45 - $126.18 $185,944 - $206,809
1,639 New
1,639 $206,000

Others Institutions Holding ESGU

# of Institutions
895
Shares Held
95.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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