Congress Wealth Management LLC Ishares Tr Esg Advanced High Y Transaction History

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr Esg Advanced High Y stock. As of the latest transaction made, Congress Wealth Management LLC holds 11,763 shares of HYXF stock, worth $545,685. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,763
Previous 10,497 12.06%
Holding current value
$545,685
Previous $484,000 12.4%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$46.06 - $46.94 $58,311 - $59,426
1,266 Added 12.06%
11,763 $544,000
Q4 2024

Feb 11, 2025
SELL
$46.03 - $47.13 $95,374 - $97,653
-2,072 Reduced 16.49%
10,497 $484,000
Q3 2024

Nov 12, 2024
BUY
$44.93 - $47.34 $6,829 - $7,195
152 Added 1.22%
12,569 $595,000
Q2 2024

Aug 13, 2024
BUY
$44.38 - $45.45 $14,822 - $15,180
334 Added 2.76%
12,417 $560,000
Q1 2024

Apr 18, 2024
SELL
$44.96 - $45.79 $2,787 - $2,838
-62 Reduced 0.51%
12,083 $552,000
Q4 2023

Feb 09, 2024
BUY
$42.09 - $45.76 $59,936 - $65,162
1,424 Added 13.28%
12,145 $552,000
Q3 2023

Oct 30, 2023
BUY
$43.07 - $44.49 $110,259 - $113,894
2,560 Added 31.37%
10,721 $463,000
Q2 2023

Jul 13, 2023
BUY
$43.32 - $44.31 $11,046 - $11,299
255 Added 3.23%
8,161 $359,000
Q1 2023

Apr 14, 2023
BUY
$42.83 - $45.39 $44,286 - $46,933
1,034 Added 15.05%
7,906 $350,000
Q4 2022

Feb 02, 2023
BUY
$42.01 - $44.6 $56,839 - $60,343
1,353 Added 24.52%
6,872 $297,000
Q3 2022

Nov 08, 2022
BUY
$42.14 - $46.73 $232,570 - $257,902
5,519 New
5,519 $233,000

Others Institutions Holding HYXF

# of Institutions
75
Shares Held
1.46M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG ADVANCED HIGH Y

HYXF Quotes by TradingView
  • Ticker HYXF
  • Sector ETFs
  • Industry ETFs
More about HYXF
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email