Congress Wealth Management LLC Ishares Trust Ishares Esg Awar Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

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 3,260 shares of ESGD stock, worth $308,852. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,260
Previous 3,075 6.02%
Holding current value
$308,852
Previous $251,000 15.54%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$73.02 - $90.22 $13,508 - $16,690
185 Added 6.02%
3,260 $290,000
Q1 2025

May 14, 2025
BUY
$75.32 - $84.77 $231,608 - $260,667
3,075 New
3,075 $251,000
Q2 2022

Aug 11, 2022
SELL
$61.64 - $74.67 $471,607 - $571,300
-7,651 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$67.21 - $80.45 $29,975 - $35,880
446 Added 6.19%
7,651 $565,000
Q4 2021

Feb 04, 2022
BUY
$76.64 - $82.32 $552,191 - $593,115
7,205 New
7,205 $572,000

Others Institutions Holding ESGD

# of Institutions
744
Shares Held
96.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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