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

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

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 9,435 shares of SUSC stock, worth $214,740. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,435

Holding current value

$214,740

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

263

Shares Held

40M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

7.98M
Shares

$182 Million
0.06% of portfolio
Jpmorgan Chase & CO New York, NY

3.16M
Shares

$71.8 Million
0.01% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.68M
Shares

$60.9 Million
0.23% of portfolio
Wealthfront Advisers LLC

2.39M
Shares

$54.4 Million
0.18% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.76M
Shares

$40 Million
0.01% of portfolio

View Full List

About ISHARES TR ESG AWARE USD CORPO

Ticker SUSC
Sector ETFs
Industry ETFs

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