Sax Wealth Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

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 17,513 shares of ESML stock, worth $729,416. This represents 0.06% of its overall portfolio holdings.

Number of Shares

17,513

Previous 17,358 0.89%

Holding current value

$729,416

Previous $725,000 1.52%

% of portfolio

0.06%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$41.09 - $45.94 $6,368 - $7,120	155 Added 0.89%	17,513 $736,000
Q3 2024 Oct 17, 2024	BUY	$38.03 - $42.06 $11,142 - $12,323	293 Added 1.72%	17,358 $725,000
Q2 2024 Jul 12, 2024	BUY	$36.99 - $39.96 $251,014 - $271,168	6,786 Added 66.02%	17,065 $657,000
Q1 2024 May 13, 2024	BUY	$36.33 - $40.27 $9,809 - $10,872	270 Added 2.7%	10,279 $413,000
Q4 2023 Feb 14, 2024	SELL	$30.96 - $38.59 $4,644 - $5,788	-150 Reduced 1.48%	10,009 $380,000
Q3 2022 Nov 08, 2022	BUY	$30.47 - $36.87 $30,439 - $36,833	999 Added 10.91%	10,159 $312,000
Q2 2021 Aug 12, 2021	BUY	$38.02 - $40.93 $67,295 - $72,446	1,770 Added 23.95%	9,160 $370,000
Q1 2021 May 14, 2021	BUY	$33.7 - $40.38 $249,043 - $298,408	7,390 New	7,390 $285,000

Others Institutions Holding ESML

# of Institutions

439

Shares Held

34.8M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History