A detailed history of Congress Wealth Management LLC transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Congress Wealth Management LLC holds 23,889 shares of EAGG stock, worth $1.16 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
23,889
Previous 23,279 2.62%
Holding current value
$1.16 Million
Previous $1.1 Million 1.64%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$45.65 - $47.02 $27,846 - $28,682
610 Added 2.62%
23,889 $1.11 Million
Q1 2024

Apr 18, 2024

SELL
$46.54 - $47.74 $95,360 - $97,819
-2,049 Reduced 8.09%
23,279 $1.1 Million
Q4 2023

Feb 09, 2024

BUY
$44.12 - $47.93 $1.12 Million - $1.21 Million
25,328 New
25,328 $1.21 Million
Q2 2023

Jul 13, 2023

BUY
$46.98 - $48.45 $825,532 - $851,363
17,572 New
17,572 $828,000

Others Institutions Holding EAGG

About ISHARES ESG AWARE U.S. AGGREGA


  • Ticker EAGG
  • Sector ETFs
  • Industry ETFs
More about EAGG
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.