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 17,571 shares of EUSB stock, worth $751,687. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,571
Previous 17,181 2.27%
Holding current value
$751,687
Previous $731,000 6.43%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR ESG ADVANCED TOTAL


  • Ticker EUSB
  • Sector Technology
More about EUSB
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