Congress Wealth Management LLC Ishares Tr Esg Advanced Total Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Congress Wealth Management LLC holds 12,835 shares of EUSB stock, worth $554,343. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,835

Previous 17,571 26.95%

Holding current value

$554,343

Previous $778,000 29.95%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$42.39 - $44.29 $200,759 - $209,757	-4,736 Reduced 26.95%	12,835 $545,000
Q3 2024 Nov 12, 2024	BUY	$42.09 - $44.64 $16,415 - $17,409	390 Added 2.27%	17,571 $778,000
Q2 2024 Aug 13, 2024	BUY	$41.57 - $42.82 $714,214 - $735,690	17,181 New	17,181 $731,000
Q3 2023 Oct 30, 2023	BUY	$40.85 - $42.74 $110,826 - $115,953	2,713 Added 24.78%	13,663 $558,000
Q2 2023 Jul 13, 2023	BUY	$42.34 - $43.55 $15,242 - $15,677	360 Added 3.4%	10,950 $466,000
Q1 2023 Apr 14, 2023	BUY	$41.9 - $43.76 $4,483 - $4,682	107 Added 1.02%	10,590 $457,000
Q4 2022 Feb 02, 2023	BUY	$40.69 - $43.22 $73,038 - $77,579	1,795 Added 20.66%	10,483 $442,000
Q3 2022 Nov 08, 2022	BUY	$41.53 - $45.11 $65,575 - $71,228	1,579 Added 22.21%	8,688 $364,000
Q2 2022 Aug 11, 2022	BUY	$42.91 - $46.25 $305,047 - $328,791	7,109 New	7,109 $312,000

Others Institutions Holding EUSB

# of Institutions

172

Shares Held

13.7M

Call Options Held

Put Options Held

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About ISHARES TR ESG ADVANCED TOTAL

Ticker EUSB
Sector Technology

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Congress Wealth Management LLC Ishares Tr Esg Advanced Total Transaction History