Congress Wealth Management LLC Ishares Trust Ishares Msci Glo Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Congress Wealth Management LLC holds 7,575 shares of SDG stock, worth $634,179. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,575
Previous 6,524 16.11%
Holding current value
$634,179
Previous $472,000 21.61%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 13, 2025
BUY
$65.66 - $77.49 $69,008 - $81,441
1,051 Added 16.11%
7,575 $574,000
Q1 2025

May 14, 2025
BUY
$69.64 - $76.33 $84,542 - $92,664
1,214 Added 22.86%
6,524 $472,000
Q4 2024

Feb 11, 2025
SELL
$71.56 - $85.77 $106,982 - $128,226
-1,495 Reduced 21.97%
5,310 $379,000
Q3 2024

Nov 12, 2024
SELL
$74.95 - $85.33 $7,944 - $9,044
-106 Reduced 1.53%
6,805 $576,000
Q2 2024

Aug 13, 2024
SELL
$74.48 - $81.76 $124,530 - $136,702
-1,672 Reduced 19.48%
6,911 $518,000
Q1 2024

Apr 18, 2024
BUY
$75.05 - $80.02 $7,505 - $8,002
100 Added 1.18%
8,583 $675,000
Q4 2023

Feb 09, 2024
BUY
$70.72 - $81.11 $57,283 - $65,699
810 Added 10.56%
8,483 $687,000
Q3 2023

Oct 30, 2023
BUY
$73.96 - $82.95 $103,543 - $116,130
1,400 Added 22.32%
7,673 $571,000
Q2 2023

Jul 13, 2023
BUY
$76.79 - $81.48 $30,408 - $32,266
396 Added 6.74%
6,273 $495,000
Q1 2023

Apr 14, 2023
BUY
$75.46 - $83.68 $73,045 - $81,002
968 Added 19.72%
5,877 $465,000
Q4 2022

Feb 02, 2023
BUY
$69.82 - $81.82 $36,027 - $42,219
516 Added 11.75%
4,909 $387,000
Q3 2022

Nov 08, 2022
BUY
$70.77 - $83.78 $4,600 - $5,445
65 Added 1.5%
4,393 $311,000
Q2 2022

Aug 11, 2022
BUY
$77.15 - $86.93 $333,905 - $376,233
4,328 New
4,328 $346,000

Others Institutions Holding SDG

# of Institutions
112
Shares Held
928K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES MSCI GLO

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