Congress Wealth Management LLC Ishares Esg Aware Msci Usa Sma Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Congress Wealth Management LLC holds 26,371 shares of ESML stock, worth $1.15 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
26,371
Previous 26,466 0.36%
Holding current value
$1.15 Million
Previous $1.02 Million 8.25%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024
SELL
$38.03 - $42.06 $3,612 - $3,995
-95 Reduced 0.36%
26,371 $1.1 Million
Q2 2024

Aug 13, 2024
SELL
$36.99 - $39.96 $154,174 - $166,553
-4,168 Reduced 13.61%
26,466 $1.02 Million
Q1 2024

Apr 18, 2024
SELL
$36.33 - $40.27 $23,287 - $25,813
-641 Reduced 2.05%
30,634 $1.23 Million
Q4 2023

Feb 09, 2024
BUY
$30.96 - $38.59 $69,845 - $87,059
2,256 Added 7.77%
31,275 $1.19 Million
Q3 2023

Oct 30, 2023
BUY
$33.21 - $37.37 $117,198 - $131,878
3,529 Added 13.84%
29,019 $976,000
Q2 2023

Jul 13, 2023
BUY
$32.46 - $35.52 $18,242 - $19,962
562 Added 2.25%
25,490 $905,000
Q1 2023

Apr 14, 2023
BUY
$32.27 - $37.51 $87,258 - $101,427
2,704 Added 12.17%
24,928 $847,000
Q4 2022

Feb 02, 2023
BUY
$31.03 - $35.26 $48,251 - $54,829
1,555 Added 7.52%
22,224 $730,000
Q3 2022

Nov 08, 2022
BUY
$30.47 - $36.87 $10,877 - $13,162
357 Added 1.76%
20,669 $634,000
Q2 2022

Aug 11, 2022
SELL
$30.34 - $38.42 $11,347 - $14,369
-374 Reduced 1.81%
20,312 $640,000
Q1 2022

May 16, 2022
BUY
$35.57 - $40.83 $17,962 - $20,619
505 Added 2.5%
20,686 $787,000
Q4 2021

Feb 04, 2022
BUY
$38.24 - $42.82 $771,721 - $864,150
20,181 New
20,181 $814,000

Others Institutions Holding ESML

# of Institutions
412
Shares Held
34.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE MSCI USA SMA

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