Congress Wealth Management LLC Ishares Trust Ishares Esg Awar Transaction History

Congress Wealth Management LLC

  • $6.12 Billion
  • Q2 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Congress Wealth Management LLC holds 10,178 shares of ESGU stock, worth $1.23 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,178
Previous 11,798 13.73%
Holding current value
$1.23 Million
Previous $1.36 Million 10.47%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 13, 2024
SELL
$108.69 - $119.84 $176,077 - $194,140
-1,620 Reduced 13.73%
10,178 $1.21 Million
Q1 2024

Apr 18, 2024
SELL
$102.91 - $114.96 $136,458 - $152,436
-1,326 Reduced 10.1%
11,798 $1.36 Million
Q4 2023

Feb 09, 2024
BUY
$89.99 - $105.25 $118,156 - $138,193
1,313 Added 11.12%
13,124 $1.38 Million
Q3 2023

Oct 30, 2023
BUY
$93.48 - $100.86 $182,659 - $197,080
1,954 Added 19.82%
11,811 $1.11 Million
Q2 2023

Jul 13, 2023
BUY
$88.97 - $97.46 $192,353 - $210,708
2,162 Added 28.1%
9,857 $960,000
Q1 2023

Apr 14, 2023
BUY
$84.05 - $92.64 $646,764 - $712,864
7,695 New
7,695 $696,000
Q3 2022

Nov 08, 2022
BUY
$82.11 - $95.97 $22,005 - $25,719
268 Added 4.34%
6,444 $512,000
Q2 2022

Aug 11, 2022
BUY
$81.27 - $102.58 $165,221 - $208,545
2,033 Added 49.07%
6,176 $518,000
Q1 2022

May 16, 2022
BUY
$93.13 - $108.44 $94,154 - $109,632
1,011 Added 32.28%
4,143 $420,000
Q4 2021

Feb 04, 2022
BUY
$98.21 - $108.46 $307,593 - $339,696
3,132 New
3,132 $338,000

Others Institutions Holding ESGU

# of Institutions
802
Shares Held
97.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGU Quotes by TradingView
  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
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.

Choose your preferred platform and Sign Up 👇 Telegram Email