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

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

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 9,677 shares of SUSC stock, worth $226,248. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,677
Previous 10,746 9.95%
Holding current value
$226,248
Previous $253,000 10.67%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 12, 2026
SELL
$23.38 - $23.82 $24,993 - $25,463
-1,069 Reduced 9.95%
9,677 $226,000
Q3 2025

Oct 20, 2025
BUY
$22.89 - $23.7 $19,708 - $20,405
861 Added 8.71%
10,746 $253,000
Q2 2025

Jul 23, 2025
BUY
$22.43 - $23.23 $10,093 - $10,453
450 Added 4.77%
9,885 $229,000
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
295
Shares Held
45.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG AWARE USD CORPO

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