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

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024

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 28,196 shares of SUSL stock, worth $3.03 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
28,196
Previous 28,766 1.98%
Holding current value
$3.03 Million
Previous $2.92 Million 0.51%
% of portfolio
0.23%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
168
Shares Held
8.09M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG MSCI USA LEADER

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