Congress Wealth Management LLC Ishares Trust Ishares Msci Glo Transaction History

Congress Wealth Management LLC

$5.64 Billion
Q1 2024

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 8,583 shares of SDG stock, worth $644,325. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,583

Previous 8,483 1.18%

Holding current value

$644,325

Previous $687,000 1.75%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$73.76 - $81.82 $38,060 - $42,219	516 Added 11.75%	4,909 $387,000
Q3 2022 Nov 08, 2022	BUY	$71.94 - $83.78 $4,676 - $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

122

Shares Held

1.8M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES MSCI GLO

Ticker SDG
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Congress Wealth Management LLC Ishares Trust Ishares Msci Glo Transaction History