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

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

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 25,713 shares of ESML stock, worth $1.14 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
25,713
Previous 23,473 9.54%
Holding current value
$1.14 Million
Previous $901,000 17.87%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 13, 2025
BUY
$33.46 - $41.33 $74,950 - $92,579
2,240 Added 9.54%
25,713 $1.06 Million
Q1 2025

May 14, 2025
BUY
$37.84 - $44.02 $59,749 - $69,507
1,579 Added 7.21%
23,473 $901,000
Q4 2024

Feb 11, 2025
SELL
$41.09 - $45.94 $183,959 - $205,673
-4,477 Reduced 16.98%
21,894 $920,000
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
448
Shares Held
32.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE MSCI USA SMA

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