Congress Wealth Management LLC Ishares Esg Aware U.S. Aggrega Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

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 23,513 shares of EAGG stock, worth $1.12 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

23,513

Previous 24,224 2.94%

Holding current value

$1.12 Million

Previous $1.18 Million 7.31%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$46.33 - $48.6 $32,940 - $34,554	-711 Reduced 2.94%	23,513 $1.09 Million
Q3 2024 Nov 12, 2024	BUY	$46.18 - $48.92 $15,470 - $16,388	335 Added 1.4%	24,224 $1.18 Million
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

# of Institutions

442

Shares Held

69.6M

Call Options Held

Put Options Held

1.2K

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About ISHARES ESG AWARE U.S. AGGREGA

Ticker EAGG
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Congress Wealth Management LLC Ishares Esg Aware U.S. Aggrega Transaction History