Congress Wealth Management LLC Ishares Esg Advanced Msci Usa Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Congress Wealth Management LLC holds 21,275 shares of USXF stock, worth $1.21 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

21,275

Previous 14,146 50.4%

Holding current value

$1.21 Million

Previous $660,000 73.79%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$41.54 - $53.93 $296,138 - $384,466	7,129 Added 50.4%	21,275 $1.15 Million
Q1 2025 May 14, 2025	BUY	$46.38 - $52.65 $56,629 - $64,285	1,221 Added 9.45%	14,146 $660,000
Q4 2024 Feb 11, 2025	SELL	$48.45 - $52.57 $175,340 - $190,250	-3,619 Reduced 21.88%	12,925 $642,000
Q3 2024 Nov 12, 2024	SELL	$43.59 - $49.35 $26,110 - $29,560	-599 Reduced 3.49%	16,544 $811,000
Q2 2024 Aug 13, 2024	SELL	$41.56 - $47.79 $48,168 - $55,388	-1,159 Reduced 6.33%	17,143 $798,000

Q1 2024 Apr 18, 2024	BUY	$38.81 - $45.23 $71,099 - $82,861	1,832 Added 11.12%	18,302 $826,000
Q4 2023 Feb 09, 2024	BUY	$33.24 - $39.9 $26,259 - $31,521	790 Added 5.04%	16,470 $655,000
Q3 2023 Oct 30, 2023	BUY	$34.33 - $37.33 $132,513 - $144,093	3,860 Added 32.66%	15,680 $543,000
Q2 2023 Jul 13, 2023	BUY	$32.33 - $35.95 $12,673 - $14,092	392 Added 3.43%	11,820 $424,000
Q1 2023 Apr 14, 2023	BUY	$30.39 - $33.7 $48,076 - $53,313	1,582 Added 16.07%	11,428 $377,000
Q4 2022 Feb 02, 2023	BUY	$27.72 - $32.46 $6,126 - $7,173	221 Added 2.3%	9,846 $301,000
Q3 2022 Nov 08, 2022	BUY	$28.02 - $34.07 $8,406 - $10,221	300 Added 3.22%	9,625 $269,000
Q2 2022 Aug 11, 2022	BUY	$28.63 - $36.15 $266,974 - $337,098	9,325 New	9,325 $279,000

Others Institutions Holding USXF

# of Institutions

282

Shares Held

16.7M

Call Options Held

Put Options Held

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About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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Congress Wealth Management LLC Ishares Esg Advanced Msci Usa Transaction History