Sax Wealth Advisors, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Sax Wealth Advisors, LLC

$2.07 Billion
Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 15,452 shares of SUSL stock, worth $1.84 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

15,452

Previous 24,394 36.66%

Holding current value

$1.84 Million

Previous $2.86 Million 35.73%

% of portfolio

0.09%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$115.02 - $121.67 $1.03 Million - $1.09 Million	-8,942 Reduced 36.66%	15,452 $1.84 Million
Q3 2025 Oct 20, 2025	SELL	$108.03 - $117.04 $59,524 - $64,489	-551 Reduced 2.21%	24,394 $2.86 Million
Q2 2025 Jul 23, 2025	SELL	$86.12 - $108.35 $96,282 - $121,135	-1,118 Reduced 4.29%	24,945 $2.7 Million
Q1 2025 May 14, 2025	SELL	$95.35 - $107.82 $203,381 - $229,980	-2,133 Reduced 7.56%	26,063 $2.5 Million
Q4 2024 Jan 15, 2025	SELL	$100.38 - $107.86 $57,216 - $61,480	-570 Reduced 1.98%	28,196 $2.91 Million

Q3 2024 Oct 17, 2024	SELL	$91.41 - $101.59 $21,115 - $23,467	-231 Reduced 0.8%	28,766 $2.92 Million
Q2 2024 Jul 12, 2024	BUY	$87.95 - $97.99 $2.55 Million - $2.84 Million	28,997 New	28,997 $2.83 Million

Others Institutions Holding SUSL

# of Institutions

193

Shares Held

6.46M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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Sax Wealth Advisors, LLC Ishares Tr Esg Msci Usa Leader Transaction History