Congress Wealth Management LLC Ishares Esg Advanced Msci Eafe Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Congress Wealth Management LLC holds 14,794 shares of DMXF stock, worth $982,173. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,794
Previous 14,931 0.92%
Holding current value
$982,173
Previous $1.01 Million 5.86%
% of portfolio
0.01%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$64.83 - $72.82 $8,881 - $9,976
-137 Reduced 0.92%
14,794 $1.07 Million
Q2 2024

Aug 13, 2024
SELL
$64.36 - $70.16 $15,575 - $16,978
-242 Reduced 1.59%
14,931 $1.01 Million
Q1 2024

Apr 18, 2024
SELL
$62.17 - $69.12 $7,646 - $8,501
-123 Reduced 0.8%
15,173 $1.03 Million
Q4 2023

Feb 09, 2024
BUY
$54.4 - $64.25 $87,747 - $103,635
1,613 Added 11.79%
15,296 $977,000
Q3 2023

Oct 30, 2023
BUY
$56.74 - $62.52 $163,297 - $179,932
2,878 Added 26.64%
13,683 $781,000
Q2 2023

Jul 13, 2023
SELL
$59.18 - $61.93 $650 - $681
-11 Reduced 0.1%
10,805 $658,000
Q1 2023

Apr 14, 2023
BUY
$54.76 - $60.35 $104,591 - $115,268
1,910 Added 21.45%
10,816 $644,000
Q4 2022

Feb 02, 2023
BUY
$45.93 - $56.24 $61,959 - $75,867
1,349 Added 17.85%
8,906 $483,000
Q3 2022

Nov 08, 2022
BUY
$46.24 - $56.04 $70,654 - $85,629
1,528 Added 25.34%
7,557 $352,000
Q2 2022

Aug 11, 2022
BUY
$50.93 - $62.33 $307,056 - $375,787
6,029 New
6,029 $314,000

Others Institutions Holding DMXF

# of Institutions
209
Shares Held
8.58M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI EAFE

DMXF Quotes by TradingView
  • Ticker DMXF
  • Sector Technology
More about DMXF
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