Sax Wealth Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History
Sax Wealth Advisors, LLC
- $1.84 Billion
- Q3 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 15,631 shares of ESML stock, worth $692,453. This represents 0.04% of its overall portfolio holdings.
Number of Shares
15,631
Previous 15,287
2.25%
Holding current value
$692,453
Previous $631,000
11.57%
% of portfolio
0.04%
Previous 0.04%
Shares
11 transactions
Others Institutions Holding ESML
# of Institutions
448Shares Held
32.8MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC2.23MShares$98.6 Million0.25% of portfolio
-
Northern Trust Corp Chicago, IL2.02MShares$89.4 Million0.01% of portfolio
-
Betterment LLC New York, NY1.78MShares$78.9 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC1.75MShares$77.7 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.47MShares$65.3 Million0.05% of portfolio